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 | $30,209 | $100,911-70.1% | $90,440-66.6% | $158,966-81.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -4.19% | 1726.62%-1730.8pp | 1294.38%-1298.6pp | 302.95%-307.1pp |
| Employer contribution / active EE | $528 | $3,690-85.7% | $3,263-83.8% | $4,762-88.9% |
| Participant deferral / active EE | $2,259 | $4,348-48.0% | $3,964-43.0% | $5,983-62.2% |
| Admin fee / account holder | $17,209 | $6,507+164.5% | $5,615+206.5% | $11,250+53.0% |