Filed April 15, 2025 (most recent of 8 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,446 | $62,672+136.9% | $185,117-19.8% | $70,126+111.7% |
| Participation rate | 93.1% | 63.8%+29.3pp | 77.3%+15.8pp | 69.5%+23.6pp |
| Annual return | 14.79% | 40.79%-26.0pp | 40.50%-25.7pp | 73.15%-58.4pp |
| Employer contribution / active EE | $6,639 | $1,753+278.7% | $4,182+58.8% | $2,343+183.4% |
| Participant deferral / active EE | $6,488 | $3,272+98.3% | $5,045+28.6% | $3,332+94.7% |
| Admin fee / account holder | $1,234 | $3,932-68.6% | $8,159-84.9% | $4,645-73.4% |