Filed September 28, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,481 | $88,702-54.4% | $81,780-50.5% | $145,978-72.3% |
| Participation rate | 47.8% | 75.0%-27.2pp | 72.4%-24.5pp | 80.3%-32.5pp |
| Annual return | 9.46% | 1029.12%-1019.7pp | 776.27%-766.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $600 | $3,084-80.6% | $2,914-79.4% | $4,662-87.1% |
| Participant deferral / active EE | $1,613 | $4,645-65.3% | $4,321-62.7% | $6,690-75.9% |
| Admin fee / account holder | $749 | $8,414-91.1% | $7,384-89.9% | $13,400-94.4% |