Filed December 19, 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 | $371,918 | $72,027+416.4% | $185,861+100.1% | $79,856+365.7% |
| Participation rate | 93.3% | 65.8%+27.6pp | 78.0%+15.3pp | 69.6%+23.7pp |
| Annual return | 14.16% | 23.13%-9.0pp | 35.96%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,648 | $1,965+187.4% | $4,088+38.2% | $2,471+128.6% |
| Participant deferral / active EE | $9,381 | $3,780+148.2% | $5,634+66.5% | $3,741+150.8% |
| Admin fee / account holder | $12,866 | $4,513+185.1% | $9,503+35.4% | $5,306+142.5% |