Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,687 | $43,730+6.8% | $121,220-61.5% | $64,173-27.2% |
| Participation rate | 92.4% | 58.3%+34.1pp | 71.8%+20.7pp | 69.6%+22.9pp |
| Annual return | 16.36% | 68.94%-52.6pp | 16.94%-0.6pp | 7.63%+8.7pp |
| Employer contribution / active EE | $1,223 | $1,297-5.7% | $4,023-69.6% | $2,381-48.6% |
| Participant deferral / active EE | $3,705 | $2,281+62.5% | $3,345+10.8% | $3,470+6.8% |
| Admin fee / account holder | $1,556 | $3,502-55.6% | $5,021-69.0% | $4,887-68.2% |