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 | $124,590 | $57,330+117.3% | $86,656+43.8% | $75,177+65.7% |
| Participation rate | 94.2% | 63.2%+31.0pp | 71.7%+22.5pp | 67.2%+27.0pp |
| Annual return | 18.33% | 2675.40%-2657.1pp | 593.09%-574.8pp | 160.75%-142.4pp |
| Employer contribution / active EE | $6,686 | $2,316+188.7% | $3,025+121.0% | $2,671+150.3% |
| Participant deferral / active EE | $7,442 | $3,320+124.1% | $4,439+67.6% | $4,126+80.3% |
| Admin fee / account holder | $14,742 | $4,115+258.3% | $5,619+162.4% | $5,651+160.9% |