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 | $143,433 | $73,978+93.9% | $96,515+48.6% | $75,173+90.8% |
| Participation rate | 49.1% | 66.4%-17.3pp | 74.3%-25.3pp | 67.2%-18.1pp |
| Annual return | 18.44% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,928 | $2,931-0.1% | $3,740-21.7% | $2,671+9.6% |
| Participant deferral / active EE | $3,814 | $3,660+4.2% | $4,880-21.8% | $4,126-7.6% |
| Admin fee / account holder | $9,482 | $5,219+81.7% | $6,735+40.8% | $5,651+67.8% |