Filed March 11, 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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 10.03% | 13.95%-3.9pp | 15.63%-5.6pp | 13.95%-3.9pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $56,677-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |