Filed October 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,181 | $73,421-11.2% | $66,439-1.9% | $155,188-58.0% |
| Participation rate | 36.4% | 79.7%-43.3pp | 74.5%-38.1pp | 80.8%-44.4pp |
| Annual return | 14.13% | 1382.37%-1368.2pp | 757.66%-743.5pp | 148.84%-134.7pp |
| Employer contribution / active EE | $4,808 | $3,039+58.2% | $2,637+82.3% | $4,248+13.2% |
| Participant deferral / active EE | $7,092 | $4,680+51.5% | $3,876+83.0% | $6,531+8.6% |
| Admin fee / account holder | $2,888 | $8,856-67.4% | $6,173-53.2% | $14,480-80.1% |