Filed January 12, 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.
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 | $73,052 | $39,162+86.5% | $100,671-27.4% | $59,632+22.5% |
| Participation rate | 45.1% | 55.9%-10.8pp | 70.7%-25.6pp | 68.7%-23.6pp |
| Annual return | 2.02% | 21.07%-19.0pp | 20.43%-18.4pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $791 | $1,151-31.2% | $4,012-80.3% | $2,203-64.1% |
| Participant deferral / active EE | $2,158 | $1,992+8.4% | $3,144-31.3% | $3,192-32.4% |
| Admin fee / account holder | $1,730 | $2,969-41.7% | $4,850-64.3% | $4,297-59.7% |