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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,319 | $48,570+3.6% | $130,660-61.5% | $72,976-31.0% |
| Participation rate | 88.3% | 58.6%+29.8pp | 71.7%+16.6pp | 69.5%+18.8pp |
| Annual return | 21.66% | 38.63%-17.0pp | 1709.29%-1687.6pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,063 | $2,384+70.4% | $3,603+12.8% | $3,608+12.6% |
| Admin fee / account holder | $8,035 | $3,549+126.4% | $5,463+47.1% | $5,124+56.8% |