Filed April 10, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,329 | $93,057-54.5% | $153,500-72.4% | $80,925-47.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 0.00% | 19.96%-20.0pp | 15.70%-15.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,353 | $3,507-32.9% | $5,039-53.3% | $2,756-14.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,885-100.0% | $12,736-100.0% | $6,940-100.0% |