Filed July 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,646 | $88,754+232.0% | $81,820+260.1% | $145,877+102.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.74% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $13,122 | $3,085+325.3% | $2,915+350.2% | $4,663+181.4% |
| Participant deferral / active EE | $17,907 | $4,648+285.3% | $4,323+314.3% | $6,691+167.6% |
| Admin fee / account holder | $42,917 | $8,424+409.5% | $7,391+480.7% | $13,402+220.2% |