Filed September 29, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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 | $416,762 | $143,969+189.5% | $199,883+108.5% | $82,637+404.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 16.45% | 25.67%-9.2pp | 43.81%-27.4pp | 53.51%-37.1pp |
| Employer contribution / active EE | $11,417 | $4,632+146.5% | $6,261+82.3% | $2,552+347.4% |
| Participant deferral / active EE | $16,202 | $6,937+133.6% | $9,138+77.3% | $4,126+292.7% |
| Admin fee / account holder | $20,158 | $14,597+38.1% | $17,268+16.7% | $7,339+174.7% |