Filed October 31, 2024 (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 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 | $53,302 | $60,349-11.7% | $74,184-28.1% | $62,881-15.2% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 6.94% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $514 | $1,680-69.4% | $2,370-78.3% | $2,281-77.5% |
| Participant deferral / active EE | $1,533 | $2,856-46.3% | $3,550-56.8% | $3,203-52.1% |
| Admin fee / account holder | $731 | $4,261-82.8% | $5,586-86.9% | $4,296-83.0% |