Filed October 22, 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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,622 | $75,962-71.5% | $154,111-86.0% | $64,173-66.3% |
| Participation rate | 57.7% | 70.4%-12.7pp | 83.0%-25.3pp | 69.6%-11.9pp |
| Annual return | 2189.40% | 30.32%+2159.1pp | 735.18%+1454.2pp | 7.63%+2181.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,168 | $3,175-31.7% | $5,081-57.3% | $3,470-37.5% |
| Admin fee / account holder | $4,902 | $5,589-12.3% | $13,411-63.5% | $4,887+0.3% |