Filed October 14, 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.
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 | $358,141 | $138,385+158.8% | $184,243+94.4% | $80,925+342.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.78% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $14,426 | $4,851+197.4% | $6,427+124.5% | $2,756+423.4% |
| Participant deferral / active EE | $12,479 | $7,075+76.4% | $9,132+36.6% | $4,299+190.3% |
| Admin fee / account holder | $23,053 | $10,489+119.8% | $13,914+65.7% | $6,940+232.2% |