Filed July 9, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,137 | $67,894-91.0% | $89,340-93.1% | $82,448-92.6% |
| Participation rate | 54.8% | 64.0%-9.2pp | 69.6%-14.7pp | 68.1%-13.2pp |
| Annual return | 0.00% | 19.21%-19.2pp | 20.57%-20.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,024 | $3,072-66.7% | $3,823-73.2% | $4,139-75.3% |
| Admin fee / account holder | $82 | $5,723-98.6% | $6,704-98.8% | $7,234-98.9% |