Filed March 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,490 | $146,267+0.8% | $197,124-25.2% | $82,448+78.9% |
| Participation rate | 79.3% | 84.0%-4.7pp | 86.7%-7.4pp | 68.1%+11.2pp |
| Annual return | 8.97% | 29.61%-20.6pp | 44.34%-35.4pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,647 | $4,723-65.1% | $6,227-73.6% | $2,551-35.4% |
| Participant deferral / active EE | $5,238 | $7,035-25.5% | $9,135-42.7% | $4,139+26.6% |
| Admin fee / account holder | $16,106 | $14,422+11.7% | $16,298-1.2% | $7,234+122.6% |