Filed November 20, 2023 (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 | $155,255 | $87,037+78.4% | $106,201+46.2% | $80,874+92.0% |
| Participation rate | 69.0% | 70.4%-1.5pp | 75.3%-6.3pp | 67.6%+1.3pp |
| Annual return | 12.39% | 17.05%-4.7pp | 116.26%-103.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,783 | $2,396+16.2% | $3,170-12.2% | $2,756+1.0% |
| Participant deferral / active EE | $7,639 | $3,986+91.6% | $5,012+52.4% | $4,297+77.8% |
| Admin fee / account holder | $6,357 | $8,434-24.6% | $11,039-42.4% | $6,935-8.3% |