Filed January 6, 2023 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,181 | $79,184-39.2% | $102,438-53.0% | $74,546-35.4% |
| Participation rate | 68.6% | 74.8%-6.1pp | 76.5%-7.9pp | 67.2%+1.4pp |
| Annual return | 14.29% | 54.95%-40.7pp | 29.37%-15.1pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $684 | $2,362-71.0% | $3,024-77.4% | $2,624-73.9% |
| Participant deferral / active EE | $3,965 | $4,414-10.2% | $5,054-21.5% | $4,347-8.8% |
| Admin fee / account holder | $335 | $2,001-83.3% | $9,448-96.5% | $1,944-82.8% |