Filed November 12, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $226,708 | $108,825+108.3% | $156,181+45.2% | $82,448+175.0% |
| Participation rate | 66.0% | 72.4%-6.4pp | 78.8%-12.9pp | 68.1%-2.1pp |
| Annual return | 13.02% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,870 | $2,870-34.8% | $4,294-56.4% | $2,551-26.7% |
| Participant deferral / active EE | $6,500 | $4,577+42.0% | $6,132+6.0% | $4,139+57.0% |
| Admin fee / account holder | $2,457 | $9,341-73.7% | $14,586-83.2% | $7,234-66.0% |