Filed January 4, 2024 (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.
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 | $58,037 | $30,421+90.8% | $56,077+3.5% | $74,429-22.0% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 13.82% | 24.94%-11.1pp | 1709.28%-1695.5pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $553 | $610-9.2% | $1,040-46.8% | $2,625-78.9% |
| Participant deferral / active EE | $932 | $1,175-20.7% | $1,954-52.3% | $4,348-78.6% |
| Admin fee / account holder | $4,763 | $2,363+101.5% | $2,825+68.6% | $1,944+145.0% |