Filed February 20, 2026 (most recent of 3 filings on file)
Total covered: 5 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 | $32,877 | $94,529-65.2% | $140,019-76.5% | $64,173-48.8% |
| Participation rate | 87.3% | 84.1%+3.2pp | 87.5%-0.2pp | 69.6%+17.7pp |
| Annual return | 5.14% | 7.77%-2.6pp | 651.17%-646.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $909 | $3,812-76.2% | $5,605-83.8% | $2,381-61.8% |
| Participant deferral / active EE | $3,701 | $5,250-29.5% | $6,927-46.6% | $3,470+6.7% |
| Admin fee / account holder | $2,994 | $6,741-55.6% | $10,705-72.0% | $4,887-38.7% |