Filed January 26, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,541 | $133,998-95.1% | $112,263-94.2% | $134,545-95.1% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -25.41% | 47.17%-72.6pp | 27.49%-52.9pp | 418.37%-443.8pp |
| Employer contribution / active EE | $2,810 | $4,040-30.5% | $3,636-22.7% | $4,742-40.7% |
| Participant deferral / active EE | $4,064 | $5,292-23.2% | $4,729-14.1% | $6,401-36.5% |
| Admin fee / account holder | $1,535 | $7,493-79.5% | $6,410-76.1% | $11,431-86.6% |