Filed November 3, 2025
Total covered: 132 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,521 | $101,653-8.0% | $147,080-36.4% | $74,459+25.6% |
| Participation rate | 67.5% | 75.6%-8.0pp | 82.2%-14.6pp | 67.2%+0.3pp |
| Annual return | 11.66% | 8754.98%-8743.3pp | 420.17%-408.5pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $3,174 | $3,813-16.8% | $4,933-35.7% | $2,626+20.9% |
| Participant deferral / active EE | $7,219 | $7,304-1.2% | $8,066-10.5% | $4,350+66.0% |
| Admin fee / account holder | $11,793 | $1,752+573.3% | $12,989-9.2% | $1,945+506.4% |