Filed January 15, 2026 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,142 | $72,027+230.6% | $185,861+28.1% | $79,856+198.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 23.21% | 23.13%+0.1pp | 35.96%-12.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $12,970 | $1,965+560.0% | $4,088+217.3% | $2,471+424.8% |
| Participant deferral / active EE | $9,310 | $3,780+146.3% | $5,634+65.3% | $3,741+148.9% |
| Admin fee / account holder | $3,489 | $4,513-22.7% | $9,503-63.3% | $5,306-34.3% |