Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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.
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 | $176,132 | $86,294+104.1% | $111,319+58.2% | $85,852+105.2% |
| Participation rate | 88.7% | 73.3%+15.4pp | 77.3%+11.4pp | 69.3%+19.4pp |
| Annual return | 13.75% | 19.99%-6.2pp | 54.68%-40.9pp | 318.66%-304.9pp |
| Employer contribution / active EE | $10,705 | $2,044+423.7% | $2,732+291.9% | $2,566+317.3% |
| Participant deferral / active EE | $7,315 | $3,641+100.9% | $4,488+63.0% | $3,952+85.1% |
| Admin fee / account holder | $20,079 | $8,190+145.2% | $7,966+152.1% | $6,261+220.7% |