Filed April 21, 2026 (most recent of 4 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,197 | $176,402-73.2% | $134,162-64.8% | $158,966-70.3% |
| Participation rate | 21.4% | 78.7%-57.3pp | 72.2%-50.8pp | 82.0%-60.5pp |
| Annual return | 2.80% | 63.66%-60.9pp | 36.35%-33.5pp | 302.95%-300.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,025 | $4,093-50.5% | $3,500-42.1% | $5,983-66.1% |
| Admin fee / account holder | $111 | $8,719-98.7% | $6,685-98.3% | $11,250-99.0% |