Filed February 19, 2026 (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 | $64,499 | $167,362-61.5% | $143,799-55.1% | $134,532-52.1% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -7.67% | 0.47%-8.1pp | -0.04%-7.6pp | 418.27%-425.9pp |
| Employer contribution / active EE | $5,152 | $5,620-8.3% | $4,952+4.0% | $4,741+8.7% |
| Participant deferral / active EE | $4,106 | $6,447-36.3% | $5,638-27.2% | $6,401-35.9% |
| Admin fee / account holder | $13,387 | $18,094-26.0% | $14,677-8.8% | $11,429+17.1% |