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 | $48,005 | $125,797-61.8% | $170,043-71.8% | $75,173-36.1% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 14.69% | 27.20%-12.5pp | 53.40%-38.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,154 | $4,616-75.0% | $6,790-83.0% | $2,671-56.8% |
| Participant deferral / active EE | $3,300 | $6,838-51.7% | $10,410-68.3% | $4,126-20.0% |
| Admin fee / account holder | $3,445 | $8,177-57.9% | $12,824-73.1% | $5,651-39.0% |