Filed November 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,797 | $52,519+19.6% | $155,789-59.7% | $59,633+5.3% |
| Participation rate | 92.9% | 61.7%+31.2pp | 76.1%+16.8pp | 68.7%+24.2pp |
| Annual return | -1.04% | 53.51%-54.6pp | 71.54%-72.6pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $3,486 | $1,589+119.3% | $3,839-9.2% | $2,203+58.2% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,171 | $3,540-66.9% | $7,477-84.3% | $4,297-72.7% |