Filed October 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,995 | $54,370+49.0% | $82,763-2.1% | $68,490+18.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.97% | -13.67%-1.3pp | 702.45%-717.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,731 | $2,219+113.2% | $3,008+57.3% | $2,597+82.2% |
| Participant deferral / active EE | $3,670 | $3,247+13.0% | $4,395-16.5% | $4,028-8.9% |
| Admin fee / account holder | $6,263 | $4,398+42.4% | $5,325+17.6% | $5,403+15.9% |