Filed January 12, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,060 | $76,551+43.8% | $123,894-11.2% | $62,881+75.0% |
| Participation rate | 94.0% | 73.0%+21.1pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,230 | $4,840+49.4% | $5,984+20.8% | $3,203+125.7% |
| Admin fee / account holder | $2,883 | $4,826-40.3% | $8,357-65.5% | $4,296-32.9% |