Filed June 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,498 | $138,385+1.5% | $184,243-23.7% | $80,925+73.6% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.7%+27.1pp |
| Annual return | 12.63% | 20.02%-7.4pp | 28.82%-16.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,945 | $4,851+22.6% | $6,427-7.5% | $2,756+115.7% |
| Participant deferral / active EE | $5,219 | $7,075-26.2% | $9,132-42.9% | $4,299+21.4% |
| Admin fee / account holder | $11,598 | $10,489+10.6% | $13,914-16.6% | $6,940+67.1% |