Filed June 1, 2026 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,446 | $89,532+205.4% | $103,447+164.3% | $80,925+237.9% |
| Participation rate | 95.8% | 76.0%+19.8pp | 80.5%+15.3pp | 67.7%+28.2pp |
| Annual return | 14.05% | 22.80%-8.7pp | 23.92%-9.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $11,269 | $4,023+180.1% | $4,678+140.9% | $2,756+308.8% |
| Participant deferral / active EE | $11,239 | $5,459+105.9% | $6,624+69.7% | $4,299+161.4% |
| Admin fee / account holder | $19,517 | $6,774+188.1% | $9,415+107.3% | $6,940+181.2% |