Filed January 9, 2025
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $95,668 | $78,672+21.6% | $109,163-12.4% | $85,856+11.4% |
| Participation rate | 63.9% | 68.3%-4.4pp | 75.9%-12.0pp | 69.3%-5.4pp |
| Annual return | 19.99% | 25.09%-5.1pp | 25.75%-5.8pp | 318.58%-298.6pp |
| Employer contribution / active EE | $2,435 | $2,734-10.9% | $3,723-34.6% | $2,565-5.1% |
| Participant deferral / active EE | $3,010 | $3,467-13.2% | $4,654-35.3% | $3,952-23.8% |
| Admin fee / account holder | $9,591 | $5,470+75.4% | $6,754+42.0% | $6,261+53.2% |