Filed October 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,886 | $56,431+85.9% | $130,788-19.8% | $87,485+19.9% |
| Participation rate | 49.3% | 58.9%-9.7pp | 70.1%-20.8pp | 68.9%-19.7pp |
| Annual return | 12.68% | 91.27%-78.6pp | 386.44%-373.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,222 | $1,549-21.1% | $3,558-65.6% | $2,596-52.9% |
| Participant deferral / active EE | $3,082 | $2,749+12.1% | $4,137-25.5% | $4,274-27.9% |
| Admin fee / account holder | $7,561 | $4,433+70.6% | $6,673+13.3% | $7,775-2.7% |