Filed May 6, 2025 (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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,612 | $124,351-19.9% | $109,188-8.8% | $167,553-40.5% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 11.02% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $216 | $4,210-94.9% | $3,723-94.2% | $4,840-95.5% |
| Participant deferral / active EE | $2,378 | $5,257-54.8% | $4,654-48.9% | $6,343-62.5% |
| Admin fee / account holder | $12,381 | $7,975+55.2% | $6,755+83.3% | $12,316+0.5% |