Filed January 29, 2025 (most recent of 3 filings on file)
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.
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 | $51,508 | $48,078+7.1% | $78,676-34.5% | $62,881-18.1% |
| Participation rate | 62.3% | 65.2%-2.9pp | 73.6%-11.3pp | 69.3%-7.0pp |
| Annual return | 6.39% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,633 | $2,015-19.0% | $2,850-42.7% | $2,281-28.4% |
| Participant deferral / active EE | $3,343 | $2,587+29.2% | $3,517-4.9% | $3,203+4.4% |
| Admin fee / account holder | $4,947 | $3,206+54.3% | $4,510+9.7% | $4,296+15.1% |