Filed June 17, 2024 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,136 | $63,346-28.7% | $92,240-51.1% | $70,126-35.6% |
| Participation rate | 46.3% | 68.7%-22.3pp | 76.5%-30.1pp | 69.5%-23.2pp |
| Annual return | 16.54% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,323 | $2,471-46.5% | $3,680-64.1% | $2,343-43.5% |
| Participant deferral / active EE | $2,833 | $2,854-0.7% | $3,897-27.3% | $3,332-15.0% |
| Admin fee / account holder | $216 | $3,841-94.4% | $5,194-95.8% | $4,645-95.3% |