Filed April 24, 2025 (most recent of 5 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 | $35,579 | $48,274-26.3% | $63,244-43.7% | $59,633-40.3% |
| Participation rate | 51.8% | 66.3%-14.5pp | 71.0%-19.3pp | 68.7%-16.9pp |
| Annual return | -0.63% | -240.79%+240.2pp | -70.31%+69.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,599 | $2,343-31.7% | $2,953-45.9% | $3,192-49.9% |
| Admin fee / account holder | $1,570 | $3,600-56.4% | $5,893-73.4% | $4,297-63.5% |