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 | $70,783 | $56,054+26.3% | $171,082-58.6% | $62,881+12.6% |
| Participation rate | 77.5% | 62.9%+14.6pp | 76.7%+0.8pp | 69.3%+8.2pp |
| Annual return | 7.33% | 22.52%-15.2pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,385 | $1,731+95.6% | $4,002-15.4% | $2,281+48.4% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,898 | $3,647+6.9% | $8,520-54.3% | $4,296-9.3% |