Filed July 16, 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 | $81,133 | $99,011-18.1% | $86,582-6.3% | $147,586-45.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 14.16% | 1312.75%-1298.6pp | 965.08%-950.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,569 | $3,132+13.9% | $2,839+25.7% | $4,876-26.8% |
| Participant deferral / active EE | $5,005 | $3,972+26.0% | $3,609+38.7% | $5,439-8.0% |
| Admin fee / account holder | $21,744 | $5,709+280.9% | $4,904+343.4% | $10,886+99.7% |