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 | $23,427 | $52,306-55.2% | $69,779-66.4% | $62,881-62.7% |
| Participation rate | 39.4% | 67.2%-27.8pp | 71.8%-32.4pp | 69.3%-29.9pp |
| Annual return | 4.77% | 13.35%-8.6pp | 12.99%-8.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $945 | $2,395-60.5% | $2,931-67.8% | $3,203-70.5% |
| Admin fee / account holder | $19,063 | $3,691+416.5% | $4,381+335.1% | $4,296+343.8% |