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 | $88,778+191.7% | $81,844+216.4% | $145,884+77.5% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 13.75% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $9,790 | $3,087+217.2% | $2,916+235.7% | $4,662+110.0% |
| Participant deferral / active EE | $9,016 | $4,648+94.0% | $4,323+108.5% | $6,690+34.8% |
| Admin fee / account holder | $2,942 | $8,430-65.1% | $7,355-60.0% | $13,392-78.0% |