Filed January 28, 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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,891 | $77,817-88.6% | $123,553-92.8% | $64,173-86.1% |
| Participation rate | 43.8% | 74.7%-30.9pp | 82.3%-38.5pp | 69.6%-25.7pp |
| Annual return | -23.12% | 12.49%-35.6pp | 119.21%-142.3pp | 7.63%-30.8pp |
| Employer contribution / active EE | $1,541 | $3,014-48.9% | $4,628-66.7% | $2,381-35.3% |
| Participant deferral / active EE | $1,884 | $5,240-64.0% | $6,426-70.7% | $3,470-45.7% |
| Admin fee / account holder | $560 | $5,519-89.9% | $9,284-94.0% | $4,887-88.5% |