Filed April 29, 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 | $57,509 | $45,152+27.4% | $73,836-22.1% | $59,633-3.6% |
| Participation rate | 66.2% | 64.0%+2.2pp | 73.4%-7.2pp | 68.7%-2.5pp |
| Annual return | -1.61% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,076 | $2,573+97.3% | $3,583+41.7% | $3,192+59.0% |
| Admin fee / account holder | $5,458 | $3,515+55.3% | $4,882+11.8% | $4,297+27.0% |