Filed November 10, 2023 (most recent of 3 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 | $82,204 | $41,377+98.7% | $109,313-24.8% | $62,881+30.7% |
| Participation rate | 53.1% | 57.5%-4.5pp | 71.3%-18.2pp | 69.3%-16.2pp |
| Annual return | 6.65% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,449 | $1,276+13.6% | $3,892-62.8% | $2,281-36.5% |
| Participant deferral / active EE | $2,302 | $2,045+12.6% | $3,166-27.3% | $3,203-28.1% |
| Admin fee / account holder | $6,482 | $2,884+124.8% | $5,666+14.4% | $4,296+50.9% |