Filed September 11, 2023 (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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,606 | $54,763-36.8% | $90,324-61.7% | $72,976-52.6% |
| Participation rate | 43.1% | 65.2%-22.1pp | 73.3%-30.2pp | 69.5%-26.4pp |
| Annual return | 12.06% | 30.63%-18.6pp | 78.15%-66.1pp | 81.02%-69.0pp |
| Employer contribution / active EE | $938 | $2,093-55.2% | $2,856-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $1,854 | $2,887-35.8% | $3,885-52.3% | $3,608-48.6% |
| Admin fee / account holder | $137 | $3,973-96.6% | $5,356-97.4% | $5,124-97.3% |