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 | $90,035 | $100,895-10.8% | $90,430-0.4% | $158,950-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.28% | 1725.54%-1712.3pp | 1293.73%-1280.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $4,880 | $3,689+32.3% | $3,262+49.6% | $4,762+2.5% |
| Participant deferral / active EE | $6,137 | $4,347+41.2% | $3,963+54.9% | $5,983+2.6% |
| Admin fee / account holder | $17,787 | $6,505+173.4% | $5,613+216.9% | $11,248+58.1% |