Filed May 22, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,602 | $57,330+79.0% | $86,656+18.4% | $75,177+36.5% |
| Participation rate | 67.2% | 63.2%+4.0pp | 71.7%-4.5pp | 67.2%0pp |
| Annual return | 22.07% | 2675.40%-2653.3pp | 593.09%-571.0pp | 160.75%-138.7pp |
| Employer contribution / active EE | $4,066 | $2,316+75.6% | $3,025+34.4% | $2,671+52.2% |
| Participant deferral / active EE | $5,986 | $3,320+80.3% | $4,439+34.8% | $4,126+45.1% |
| Admin fee / account holder | $4,364 | $4,115+6.1% | $5,619-22.3% | $5,651-22.8% |