Filed April 17, 2025 (most recent of 2 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 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 | $72,011 | $137,414-47.6% | $189,537-62.0% | $85,847-16.1% |
| Participation rate | 62.6% | 84.6%-22.0pp | 87.8%-25.2pp | 69.3%-6.7pp |
| Annual return | 15.44% | 38.14%-22.7pp | 555.34%-539.9pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,032 | $4,344-53.2% | $6,161-67.0% | $2,565-20.8% |
| Participant deferral / active EE | $4,332 | $6,260-30.8% | $8,220-47.3% | $3,952+9.6% |
| Admin fee / account holder | $7,662 | $8,630-11.2% | $12,048-36.4% | $6,261+22.4% |