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 | $50,368 | $52,961-4.9% | $172,752-70.8% | $65,185-22.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 82.6%-57.6pp | 70.2%-45.2pp |
| Annual return | 20.28% | 30.12%-9.8pp | 802.97%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $327 | $2,190-85.1% | $5,144-93.6% | $2,177-85.0% |
| Participant deferral / active EE | $689 | $2,471-72.1% | $5,198-86.7% | $3,514-80.4% |
| Admin fee / account holder | $52 | $472-89.0% | $13,955-99.6% | $847-93.9% |