Filed February 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,637 | $87,132-21.2% | $105,624-35.0% | $80,959-15.2% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.3%-8.0pp | 67.7%-0.4pp |
| Annual return | 10.38% | 17.03%-6.7pp | 116.20%-105.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,436 | $2,397+1.6% | $3,168-23.1% | $2,757-11.7% |
| Participant deferral / active EE | $6,330 | $3,985+58.8% | $5,013+26.3% | $4,300+47.2% |
| Admin fee / account holder | $13,540 | $8,449+60.3% | $10,961+23.5% | $6,925+95.5% |