Filed April 6, 2026 (most recent of 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,539 | $138,386+13.8% | $184,260-14.5% | $80,935+94.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 7.39% | 20.02%-12.6pp | 28.84%-21.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $9,158 | $4,851+88.8% | $6,427+42.5% | $2,757+232.2% |
| Participant deferral / active EE | $5,930 | $7,076-16.2% | $9,133-35.1% | $4,299+37.9% |
| Admin fee / account holder | $58,459 | $10,489+457.4% | $13,898+320.6% | $6,924+744.3% |