Filed February 23, 2026 (most recent of 2 filings on file)
Total covered: 6 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,326 | $65,582-79.7% | $64,099-79.2% | $71,495-81.4% |
| Participation rate | 47.2% | 73.2%-26.0pp | 72.3%-25.2pp | 67.9%-20.8pp |
| Annual return | 27.47% | 18.96%+8.5pp | 33.70%-6.2pp | 28.85%-1.4pp |
| Employer contribution / active EE | $985 | $2,671-63.1% | $2,748-64.1% | $2,589-62.0% |
| Participant deferral / active EE | $2,107 | $3,628-41.9% | $3,881-45.7% | $4,291-50.9% |
| Admin fee / account holder | $211 | $616-65.8% | $3,070-93.1% | $1,588-86.7% |