Filed December 15, 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.
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 | $126,125 | $58,311+116.3% | $81,882+54.0% | $80,959+55.8% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.4%+24.7pp | 67.7%+29.4pp |
| Annual return | 12.58% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $7,373 | $2,347+214.2% | $2,916+152.9% | $2,757+167.4% |
| Participant deferral / active EE | $7,480 | $3,287+127.6% | $4,323+73.0% | $4,300+74.0% |
| Admin fee / account holder | $24,722 | $4,752+420.2% | $7,360+235.9% | $6,925+257.0% |