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 | $33,411 | $41,377-19.3% | $109,313-69.4% | $62,881-46.9% |
| Participation rate | 56.6% | 57.5%-0.9pp | 71.3%-14.6pp | 69.3%-12.7pp |
| Annual return | 14.21% | 11.05%+3.2pp | 22.07%-7.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $537 | $1,276-57.9% | $3,892-86.2% | $2,281-76.4% |
| Participant deferral / active EE | $1,397 | $2,045-31.7% | $3,166-55.9% | $3,203-56.4% |
| Admin fee / account holder | $1,335 | $2,884-53.7% | $5,666-76.4% | $4,296-68.9% |