Filed October 30, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,747 | $54,757-56.6% | $90,304-73.7% | $72,975-67.5% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 3.98% | 30.63%-26.6pp | 78.13%-74.1pp | 81.01%-77.0pp |
| Employer contribution / active EE | $1,103 | $2,093-47.3% | $2,855-61.4% | $2,440-54.8% |
| Participant deferral / active EE | $3,668 | $2,887+27.0% | $3,885-5.6% | $3,608+1.7% |
| Admin fee / account holder | $439 | $3,973-89.0% | $5,354-91.8% | $5,124-91.4% |