Filed January 8, 2026 (most recent of 3 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,497 | $51,606+67.6% | $129,339-33.1% | $80,911+6.9% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 14.72% | 20.76%-6.0pp | 9437.05%-9422.3pp | 35.63%-20.9pp |
| Employer contribution / active EE | $5,239 | $1,582+231.1% | $4,154+26.1% | $2,756+90.1% |
| Participant deferral / active EE | $11,300 | $2,669+323.4% | $4,170+171.0% | $4,297+163.0% |
| Admin fee / account holder | $976 | $4,310-77.4% | $7,668-87.3% | $6,935-85.9% |