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 8-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.
Participant 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 | $13,793 | $57,330-75.9% | $86,656-84.1% | $75,177-81.7% |
| Participation rate | 38.1% | 63.2%-25.1pp | 71.7%-33.6pp | 67.2%-29.1pp |
| Annual return | 16.23% | 2675.40%-2659.2pp | 593.09%-576.9pp | 160.75%-144.5pp |
| Employer contribution / active EE | $610 | $2,316-73.7% | $3,025-79.8% | $2,671-77.2% |
| Participant deferral / active EE | $743 | $3,320-77.6% | $4,439-83.3% | $4,126-82.0% |
| Admin fee / account holder | $1,385 | $4,115-66.3% | $5,619-75.3% | $5,651-75.5% |