Filed January 22, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,491 | $223,823-79.7% | $211,142-78.5% | $154,746-70.6% |
| Participation rate | 30.8% | 87.9%-57.1pp | 87.3%-56.5pp | 80.7%-49.9pp |
| Annual return | 10.30% | 50.39%-40.1pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,613 | $9,750-83.5% | $9,284-82.6% | $6,730-76.0% |
| Admin fee / account holder | $4,655 | $19,707-76.4% | $19,076-75.6% | $14,365-67.6% |