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 | $68,898 | $67,606+1.9% | $82,313-16.3% | $70,124-1.7% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 16.53% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $470 | $1,755-73.2% | $2,428-80.7% | $2,342-80.0% |
| Participant deferral / active EE | $1,515 | $2,987-49.3% | $3,706-59.1% | $3,332-54.5% |
| Admin fee / account holder | $5,624 | $4,512+24.7% | $5,608+0.3% | $4,645+21.1% |