Filed August 27, 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.
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.)
Annual investment return 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 | $32,926 | $88,137-62.6% | $164,975-80.0% | $74,429-55.8% |
| Participation rate | 50.8% | 73.1%-22.3pp | 78.6%-27.8pp | 67.2%-16.4pp |
| Annual return | 11.34% | 17.13%-5.8pp | 70.12%-58.8pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $1,055 | $2,597-59.4% | $4,343-75.7% | $2,625-59.8% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10,564 | $2,231+373.4% | $12,688-16.7% | $1,944+443.3% |