Filed January 2, 2026 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,498 | $48,076+223.4% | $78,690+97.6% | $62,891+147.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.52% | 31.35%-26.8pp | 62.18%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,000 | $2,015-0.7% | $2,851-29.8% | $2,281-12.3% |
| Participant deferral / active EE | $3,643 | $2,588+40.8% | $3,517+3.6% | $3,203+13.7% |
| Admin fee / account holder | $1,460 | $3,207-54.5% | $4,511-67.6% | $4,296-66.0% |