Filed December 22, 2023
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,582 | $75,962-50.5% | $154,108-75.6% | $64,173-41.4% |
| Participation rate | 50.5% | 70.4%-19.9pp | 83.0%-32.5pp | 69.6%-19.0pp |
| Annual return | -3.01% | 30.32%-33.3pp | 735.21%-738.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,692 | $3,350-49.5% | $5,298-68.1% | $2,381-28.9% |
| Participant deferral / active EE | $2,946 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $9,231 | $5,589+65.2% | $13,411-31.2% | $4,887+88.9% |