Filed November 18, 2025 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,280 | $60,139+136.6% | $90,461+57.3% | $79,856+78.2% |
| Participation rate | 64.4% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.2pp |
| Annual return | 16.68% | 71.96%-55.3pp | 1294.76%-1278.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,658 | $2,939+126.5% | $3,964+67.9% | $3,741+78.0% |
| Admin fee / account holder | $1,760 | $3,978-55.8% | $5,617-68.7% | $5,306-66.8% |