Filed April 29, 2025 (most recent of 3 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 | $100,978 | $54,763+84.4% | $90,324+11.8% | $72,976+38.4% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.15%-58.7pp | 81.02%-61.6pp |
| Employer contribution / active EE | $3,051 | $2,093+45.7% | $2,856+6.8% | $2,440+25.0% |
| Participant deferral / active EE | $7,534 | $2,887+160.9% | $3,885+93.9% | $3,608+108.8% |
| Admin fee / account holder | $3,299 | $3,973-17.0% | $5,356-38.4% | $5,124-35.6% |