Filed December 1, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Annual investment return 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 | $83,763 | $68,408+22.4% | $57,196+46.4% | $57,658+45.3% |
| Participation rate | 68.7% | 79.1%-10.4pp | 75.3%-6.6pp | 70.2%-1.5pp |
| Annual return | -0.80% | 8.51%-9.3pp | 14.59%-15.4pp | 5.13%-5.9pp |
| Employer contribution / active EE | $2,271 | $2,869-20.8% | $2,683-15.4% | $1,974+15.1% |
| Participant deferral / active EE | $2,272 | $2,903-21.7% | $3,096-26.6% | $3,061-25.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |