Filed May 20, 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 | $64,815 | $81,446-20.4% | $103,374-37.3% | $80,874-19.9% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.18% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,664 | $3,107+17.9% | $3,869-5.3% | $2,756+33.0% |
| Participant deferral / active EE | $9,305 | $3,870+140.4% | $5,058+84.0% | $4,297+116.5% |
| Admin fee / account holder | $2,434 | $6,715-63.7% | $8,394-71.0% | $6,935-64.9% |