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 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 | $55,518 | $92,766-40.2% | $82,763-32.9% | $134,545-58.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -14.06% | 946.97%-961.0pp | 702.45%-716.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $4,636 | $3,273+41.7% | $3,008+54.1% | $4,742-2.2% |
| Participant deferral / active EE | $7,917 | $4,802+64.9% | $4,395+80.1% | $6,401+23.7% |
| Admin fee / account holder | $2,776 | $5,978-53.6% | $5,325-47.9% | $11,431-75.7% |