Filed May 7, 2025 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,407 | $58,828-70.4% | $78,002-77.7% | $62,881-72.3% |
| Participation rate | 17.2% | 71.1%-53.8pp | 75.5%-58.3pp | 69.3%-52.1pp |
| Annual return | 9.41% | 17.16%-7.7pp | 425.99%-416.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $495 | $2,686-81.6% | $3,497-85.8% | $3,203-84.5% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |