Filed October 10, 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.
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 | $73,458 | $52,678+39.4% | $75,784-3.1% | $59,633+23.2% |
| Participation rate | 54.0% | 67.2%-13.2pp | 75.8%-21.8pp | 68.7%-14.7pp |
| Annual return | -1.02% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,743 | $2,193+25.1% | $3,323-17.5% | $2,203+24.5% |
| Participant deferral / active EE | $3,381 | $2,591+30.5% | $3,652-7.4% | $3,192+5.9% |
| Admin fee / account holder | $2,322 | $3,610-35.7% | $5,300-56.2% | $4,297-46.0% |