Filed April 3, 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 6-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 | $34,159 | $59,116-42.2% | $86,438-60.5% | $68,486-50.1% |
| Participation rate | 65.9% | 75.2%-9.3pp | 80.3%-14.4pp | 67.9%-2.0pp |
| Annual return | 19.65% | -0.23%+19.9pp | 4397.19%-4377.5pp | -7.85%+27.5pp |
| Employer contribution / active EE | $7,853 | $2,519+211.8% | $3,769+108.3% | $2,597+202.4% |
| Participant deferral / active EE | $3,369 | $5,902-42.9% | $6,952-51.5% | $4,028-16.4% |
| Admin fee / account holder | $498 | $5,639-91.2% | $6,733-92.6% | $5,404-90.8% |