Filed April 7, 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 | $95,769 | $91,525+4.6% | $130,026-26.3% | $75,181+27.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.69% | -631.40%+648.1pp | -137.26%+154.0pp | 160.69%-144.0pp |
| Employer contribution / active EE | $3,424 | $2,844+20.4% | $4,321-20.8% | $2,671+28.2% |
| Participant deferral / active EE | $7,818 | $4,342+80.1% | $5,821+34.3% | $4,126+89.5% |
| Admin fee / account holder | $13,196 | $6,778+94.7% | $10,608+24.4% | $5,650+133.6% |