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 | $92,150 | $46,877+96.6% | $122,354-24.7% | $70,124+31.4% |
| Participation rate | 39.2% | 58.2%-19.0pp | 71.6%-32.4pp | 69.5%-30.3pp |
| Annual return | 20.27% | 24.22%-4.0pp | 30.28%-10.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $693 | $1,288-46.2% | $4,051-82.9% | $2,342-70.4% |
| Participant deferral / active EE | $2,059 | $2,167-5.0% | $3,287-37.4% | $3,332-38.2% |
| Admin fee / account holder | $1,868 | $3,324-43.8% | $5,479-65.9% | $4,645-59.8% |