Filed July 2, 2024
Total covered: 4 employees
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 | $71,671 | $56,431+27.0% | $130,788-45.2% | $87,485-18.1% |
| Participation rate | 42.5% | 58.9%-16.4pp | 70.1%-27.6pp | 68.9%-26.4pp |
| Annual return | 17.40% | 91.27%-73.9pp | 386.44%-369.0pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,360 | $1,549-12.2% | $3,558-61.8% | $2,596-47.6% |
| Participant deferral / active EE | $3,113 | $2,749+13.2% | $4,137-24.7% | $4,274-27.1% |
| Admin fee / account holder | $8,511 | $4,433+92.0% | $6,673+27.5% | $7,775+9.5% |