Filed December 16, 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 9-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 | $122,531 | $58,234+110.4% | $81,783+49.8% | $80,874+51.5% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 13.30% | 41.70%-28.4pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,453 | $2,341+47.5% | $2,913+18.6% | $2,756+25.3% |
| Participant deferral / active EE | $7,261 | $3,283+121.2% | $4,320+68.1% | $4,297+69.0% |
| Admin fee / account holder | $33,013 | $4,982+562.7% | $7,380+347.3% | $6,935+376.0% |