Filed December 8, 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 9-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 | $10,940 | $103,038-89.4% | $90,324-87.9% | $152,909-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.88% | 95.25%-80.4pp | 78.15%-63.3pp | 345.46%-330.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,758 | $4,282-12.2% | $3,885-3.3% | $5,851-35.8% |
| Admin fee / account holder | $426 | $6,177-93.1% | $5,356-92.1% | $11,601-96.3% |