Filed October 13, 2025 (most recent of 16 filings on file)
Total covered: 42 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,059,035 | $241,850+337.9% | $102,437+933.8% | $200,096+429.3% |
| Participation rate | 99.6% | 78.3%+21.3pp | 74.5%+25.1pp | 72.0%+27.6pp |
| Annual return | 20.79% | 17.67%+3.1pp | 24.95%-4.2pp | 34.26%-13.5pp |
| Employer contribution / active EE | $16,316 | $4,253+283.7% | $3,871+321.5% | $3,038+437.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |