Filed June 17, 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 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $213,462 | $72,269+195.4% | $101,271+110.8% | $79,852+167.3% |
| Participation rate | 94.2% | 68.5%+25.8pp | 75.8%+18.4pp | 69.6%+24.6pp |
| Annual return | 185.00% | 22.29%+162.7pp | 46.48%+138.5pp | 31.72%+153.3pp |
| Employer contribution / active EE | $38,074 | $2,692+1314.5% | $3,660+940.3% | $2,471+1440.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26,944 | $4,401+512.2% | $5,948+353.0% | $5,306+407.8% |