Filed December 2, 2025 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,384 | $154,228+77.3% | $145,433+88.0% | $137,256+99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,042 | $4,804+67.4% | $4,554+76.6% | $4,156+93.5% |
| Participant deferral / active EE | $12,732 | $8,216+55.0% | $7,897+61.2% | $6,407+98.7% |
| Admin fee / account holder | $6,811 | $14,344-52.5% | $13,129-48.1% | $12,270-44.5% |