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 | $122,103 | $106,236+14.9% | $96,496+26.5% | $139,427-12.4% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 14.16% | 38.43%-24.3pp | 35.70%-21.5pp | 373.27%-359.1pp |
| Employer contribution / active EE | $238 | $4,104-94.2% | $3,738-93.6% | $4,752-95.0% |
| Participant deferral / active EE | $2,380 | $5,455-56.4% | $4,879-51.2% | $6,711-64.5% |
| Admin fee / account holder | $6,635 | $7,879-15.8% | $6,731-1.4% | $11,404-41.8% |