Filed March 13, 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 | $249,466 | $99,380+151.0% | $90,312+176.2% | $155,188+60.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 13.35% | 19.35%-6.0pp | 18.90%-5.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $19,266 | $2,390+706.2% | $2,243+759.1% | $4,248+353.6% |
| Participant deferral / active EE | $15,665 | $4,212+271.9% | $3,749+317.8% | $6,531+139.8% |
| Admin fee / account holder | $105,553 | $9,766+980.8% | $8,248+1179.8% | $14,480+629.0% |