Filed September 12, 2025 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,305 | $53,063-24.0% | $124,206-67.6% | $82,637-51.2% |
| Participation rate | 46.2% | 58.4%-12.2pp | 69.6%-23.3pp | 68.1%-21.8pp |
| Annual return | 29.04% | 68.87%-39.8pp | 515.27%-486.2pp | 53.51%-24.5pp |
| Employer contribution / active EE | $1,508 | $1,530-1.4% | $3,540-57.4% | $2,552-40.9% |
| Participant deferral / active EE | $3,698 | $2,644+39.8% | $3,968-6.8% | $4,126-10.4% |
| Admin fee / account holder | $6,674 | $4,281+55.9% | $5,929+12.6% | $7,339-9.1% |