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.
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 | $54,064 | $49,249+9.8% | $70,476-23.3% | $79,852-32.3% |
| Participation rate | 91.9% | 69.2%+22.7pp | 75.1%+16.8pp | 69.6%+22.3pp |
| Annual return | 20.59% | 30.09%-9.5pp | 109.12%-88.5pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,900 | $2,100-9.6% | $2,738-30.6% | $2,471-23.1% |
| Participant deferral / active EE | $6,326 | $2,769+128.5% | $3,710+70.5% | $3,740+69.1% |
| Admin fee / account holder | $1,130 | $2,878-60.7% | $3,847-70.6% | $5,306-78.7% |