Filed January 23, 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 | $16,185 | $68,097-76.2% | $62,929-74.3% | $137,256-88.2% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.0%-60.0pp |
| Annual return | 9.83% | 1859.11%-1849.3pp | 1063.93%-1054.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,397 | $2,811-50.3% | $2,505-44.2% | $4,156-66.4% |
| Participant deferral / active EE | $1,439 | $4,553-68.4% | $3,888-63.0% | $6,407-77.5% |
| Admin fee / account holder | $1,619 | $6,521-75.2% | $5,065-68.0% | $12,270-86.8% |