Filed February 25, 2025 (most recent of 4 filings on file)
Total covered: 3 employees
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 | $60,540 | $87,834-31.1% | $133,975-54.8% | $62,881-3.7% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.5pp | 69.3%+27.2pp |
| Annual return | 8.42% | 12.05%-3.6pp | 29.29%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,183 | $3,482-8.6% | $5,211-38.9% | $2,281+39.5% |
| Participant deferral / active EE | $3,081 | $4,812-36.0% | $6,282-51.0% | $3,203-3.8% |
| Admin fee / account holder | $4,304 | $5,372-19.9% | $9,324-53.8% | $4,296+0.2% |