Filed July 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,846 | $78,636-16.3% | $105,607-37.7% | $74,459-11.6% |
| Participation rate | 65.7% | 72.8%-7.0pp | 75.3%-9.5pp | 67.2%-1.5pp |
| Annual return | 17.45% | 15.96%+1.5pp | 116.11%-98.7pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $5,556 | $2,523+120.2% | $3,167+75.4% | $2,626+111.6% |
| Participant deferral / active EE | $7,976 | $4,322+84.5% | $5,011+59.2% | $4,350+83.4% |
| Admin fee / account holder | $5,657 | $2,220+154.8% | $10,958-48.4% | $1,945+190.9% |