Filed November 27, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,476 | $98,766-92.4% | $149,730-95.0% | $79,852-90.6% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 35.92% | 27.43%+8.5pp | 276.70%-240.8pp | 31.72%+4.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,087 | $5,681-28.1% | $6,843-40.3% | $3,740+9.3% |
| Admin fee / account holder | $2,247 | $6,052-62.9% | $9,310-75.9% | $5,306-57.7% |