Filed September 26, 2025 (most recent of 4 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 | $116,211 | $64,919+79.0% | $392,568-70.4% | $65,186+78.3% |
| Participation rate | 99.0% | 72.0%+27.0pp | 78.1%+21.0pp | 70.2%+28.8pp |
| Annual return | 28.41% | 26.09%+2.3pp | 24.42%+4.0pp | 29.39%-1.0pp |
| Employer contribution / active EE | $5,987 | $2,374+152.1% | $3,783+58.2% | $2,177+175.0% |
| Participant deferral / active EE | $6,198 | $3,668+69.0% | $5,985+3.6% | $3,514+76.4% |
| Admin fee / account holder | $24,023 | $634+3690.2% | $6,260+283.8% | $847+2735.4% |