Filed November 13, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,854 | $49,976-28.3% | $66,674-46.2% | $82,637-56.6% |
| Participation rate | 61.5% | 63.1%-1.6pp | 73.7%-12.1pp | 68.1%-6.5pp |
| Annual return | 15.10% | 39.09%-24.0pp | 321.24%-306.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,540 | $1,988-22.6% | $2,620-41.2% | $2,552-39.7% |
| Participant deferral / active EE | $2,875 | $2,847+1.0% | $4,084-29.6% | $4,126-30.3% |
| Admin fee / account holder | $419 | $4,594-90.9% | $5,098-91.8% | $7,339-94.3% |