Filed March 29, 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.
Employer 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 | $78,186 | $52,450+49.1% | $129,397-39.6% | $74,429+5.0% |
| Participation rate | 35.0% | 53.8%-18.9pp | 69.6%-34.7pp | 67.2%-32.3pp |
| Annual return | 13.37% | 15.65%-2.3pp | 9453.98%-9440.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $277 | $1,532-81.9% | $4,154-93.3% | $2,625-89.5% |
| Participant deferral / active EE | $1,600 | $2,797-42.8% | $4,167-61.6% | $4,348-63.2% |
| Admin fee / account holder | $29,534 | $2,636+1020.5% | $7,679+284.6% | $1,944+1419.0% |