Filed March 1, 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 | $48,022 | $94,529-49.2% | $140,019-65.7% | $64,173-25.2% |
| Participation rate | 69.0% | 84.1%-15.1pp | 87.5%-18.5pp | 69.6%-0.6pp |
| Annual return | -4.87% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,478 | $3,812-61.2% | $5,605-73.6% | $2,381-37.9% |
| Participant deferral / active EE | $2,636 | $5,250-49.8% | $6,927-61.9% | $3,470-24.0% |
| Admin fee / account holder | $6,139 | $6,741-8.9% | $10,705-42.7% | $4,887+25.6% |