Filed July 22, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $78,951 | $72,404+9.0% | $110,243-28.4% | $64,173+23.0% |
| Participation rate | 60.6% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.0pp |
| Annual return | -8.32% | -6.29%-2.0pp | 314.76%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,554 | $2,282-31.9% | $3,827-59.4% | $2,381-34.7% |
| Participant deferral / active EE | $3,318 | $3,469-4.4% | $4,672-29.0% | $3,470-4.4% |
| Admin fee / account holder | $1,000 | $5,664-82.3% | $8,548-88.3% | $4,887-79.5% |