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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,036 | $99,011+117.2% | $86,582+148.4% | $147,586+45.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.92% | 1312.75%-1297.8pp | 965.08%-950.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $9,331 | $3,132+197.9% | $2,839+228.6% | $4,876+91.3% |
| Participant deferral / active EE | $11,483 | $3,972+189.1% | $3,609+218.2% | $5,439+111.1% |
| Admin fee / account holder | $45,654 | $5,709+699.7% | $4,904+830.9% | $10,886+319.4% |