Filed September 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.
Sign up free to preview 9-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 | $258,980 | $88,710+191.9% | $81,783+216.7% | $145,959+77.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 13.75% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $9,790 | $3,083+217.5% | $2,913+236.1% | $4,661+110.1% |
| Participant deferral / active EE | $9,016 | $4,645+94.1% | $4,320+108.7% | $6,689+34.8% |
| Admin fee / account holder | $2,942 | $8,407-65.0% | $7,380-60.1% | $13,398-78.0% |