Filed February 26, 2024 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,658 | $60,454+228.6% | $81,844+142.7% | $74,459+166.8% |
| Participation rate | 65.4% | 63.0%+2.4pp | 72.4%-7.0pp | 67.2%-1.8pp |
| Annual return | 10.08% | 16.87%-6.8pp | 778.87%-768.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $5,938 | $2,630+125.8% | $2,916+103.6% | $2,626+126.2% |
| Participant deferral / active EE | $4,486 | $3,398+32.0% | $4,323+3.8% | $4,350+3.1% |
| Admin fee / account holder | $13,840 | $1,490+828.6% | $7,355+88.2% | $1,945+611.6% |