Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,620 | $106,236+34.2% | $112,249+27.1% | $64,819+120.0% |
| Participation rate | 40.6% | 71.7%-31.1pp | 75.1%-34.5pp | 71.5%-30.9pp |
| Annual return | -17.47% | -6.02%-11.5pp | 27.48%-45.0pp | 32.84%-50.3pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $11 | $452-97.5% | $6,412-99.8% | $188-94.0% |