Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,580 | $51,736-4.2% | $120,225-58.8% | $67,986-27.1% |
| Participation rate | 100.0% | 46.1%+53.9pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 10.35% | 31.98%-21.6pp | 439.23%-428.9pp | 31.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,030 | $2,206+173.4% | $3,999+50.8% | $3,358+79.6% |
| Admin fee / account holder | $24 | $4,159-99.4% | $5,696-99.6% | $3,203-99.3% |