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 | $52,353-23.0% | $120,225-66.5% | $82,448-51.1% |
| Participation rate | 46.2% | 58.3%-12.1pp | 69.6%-23.3pp | 68.1%-21.8pp |
| Annual return | 29.04% | 61.85%-32.8pp | 439.23%-410.2pp | 41.64%-12.6pp |
| Employer contribution / active EE | $1,508 | $1,510-0.1% | $3,475-56.6% | $2,551-40.9% |
| Participant deferral / active EE | $3,698 | $2,627+40.8% | $3,999-7.5% | $4,139-10.7% |
| Admin fee / account holder | $6,674 | $4,363+53.0% | $5,696+17.2% | $7,234-7.7% |