Filed May 19, 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 | $111,449 | $87,834+26.9% | $133,975-16.8% | $62,881+77.2% |
| Participation rate | 79.3% | 83.4%-4.1pp | 87.1%-7.8pp | 69.3%+10.0pp |
| Annual return | 12.43% | 12.05%+0.4pp | 29.29%-16.9pp | 20.14%-7.7pp |
| Employer contribution / active EE | $829 | $3,482-76.2% | $5,211-84.1% | $2,281-63.6% |
| Participant deferral / active EE | $3,295 | $4,812-31.5% | $6,282-47.5% | $3,203+2.9% |
| Admin fee / account holder | $606 | $5,372-88.7% | $9,324-93.5% | $4,296-85.9% |