Filed February 6, 2026 (most recent of 2 filings on file)
Total covered: 3 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.
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 | $51,754 | $138,393-62.6% | $184,256-71.9% | $80,959-36.1% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.7%+30.6pp |
| Annual return | 11.72% | 20.01%-8.3pp | 28.85%-17.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,293 | $4,847-73.3% | $6,427-79.9% | $2,757-53.1% |
| Participant deferral / active EE | $3,763 | $7,076-46.8% | $9,133-58.8% | $4,300-12.5% |
| Admin fee / account holder | $2,432 | $10,489-76.8% | $13,899-82.5% | $6,925-64.9% |