Filed July 21, 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 | $159,559 | $72,114+121.3% | $108,745+46.7% | $62,881+153.7% |
| Participation rate | 78.6% | 74.6%+4.0pp | 77.7%+0.9pp | 69.3%+9.3pp |
| Annual return | 8.95% | 13.41%-4.5pp | 46.22%-37.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,588 | $2,694+33.2% | $3,323+8.0% | $2,281+57.3% |
| Participant deferral / active EE | $7,641 | $4,044+88.9% | $5,121+49.2% | $3,203+138.6% |
| Admin fee / account holder | $6,996 | $4,608+51.8% | $6,144+13.9% | $4,296+62.8% |