Filed January 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,080 | $146,267-17.9% | $197,124-39.1% | $82,448+45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.74% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,260 | $4,723-31.0% | $6,227-47.6% | $2,551+27.8% |
| Participant deferral / active EE | $5,188 | $7,035-26.3% | $9,135-43.2% | $4,139+25.3% |
| Admin fee / account holder | $5,091 | $14,422-64.7% | $16,298-68.8% | $7,234-29.6% |