Filed July 3, 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 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,723 | $56,540-91.6% | $185,851-97.5% | $86,821-94.6% |
| Participation rate | 94.9% | 65.5%+29.4pp | 81.7%+13.2pp | 72.3%+22.6pp |
| Annual return | 16.28% | 118.20%-101.9pp | 122.11%-105.8pp | 97.94%-81.7pp |
| Employer contribution / active EE | $437 | $1,844-76.3% | $5,168-91.6% | $2,406-81.9% |
| Participant deferral / active EE | $2,276 | $2,555-10.9% | $5,569-59.1% | $4,132-44.9% |
| Admin fee / account holder | $4 | $150-97.0% | $16,245-100.0% | $170-97.4% |