Filed December 27, 2025 (most recent of 2 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,496 | $48,314+33.5% | $67,561-4.5% | $80,925-20.3% |
| Participation rate | 58.8% | 66.4%-7.6pp | 72.9%-14.1pp | 67.7%-8.8pp |
| Annual return | 15.10% | 18.28%-3.2pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,711 | $2,022-15.4% | $2,735-37.4% | $2,756-37.9% |
| Participant deferral / active EE | $5,335 | $2,927+82.3% | $4,003+33.3% | $4,299+24.1% |
| Admin fee / account holder | $25,030 | $3,690+578.4% | $4,006+524.9% | $6,940+260.7% |