Filed November 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,218 | $54,763-68.6% | $90,324-80.9% | $72,976-76.4% |
| Participation rate | 79.5% | 65.2%+14.4pp | 73.3%+6.3pp | 69.5%+10.1pp |
| Annual return | 24.36% | 30.63%-6.3pp | 78.15%-53.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,707 | $2,887+97.6% | $3,885+46.9% | $3,608+58.2% |
| Admin fee / account holder | $1,444 | $3,973-63.7% | $5,356-73.0% | $5,124-71.8% |