Filed March 27, 2026
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.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,817 | $46,360-9.8% | $147,617-71.7% | $52,331-20.1% |
| Participation rate | 21.1% | 64.9%-43.8pp | 84.6%-63.5pp | 68.1%-47.0pp |
| Annual return | -0.22% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $262 | $2,126-87.7% | $5,564-95.3% | $1,882-86.1% |
| Participant deferral / active EE | $572 | $2,258-74.7% | $4,895-88.3% | $3,022-81.1% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |