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 | $98,446 | $100,041-1.6% | $149,718-34.2% | $70,131+40.4% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 19.15% | 27.43%-8.3pp | 1501.67%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,965 | $3,662+35.6% | $5,445-8.8% | $2,342+112.0% |
| Participant deferral / active EE | $4,740 | $4,983-4.9% | $6,569-27.8% | $3,332+42.3% |
| Admin fee / account holder | $3,315 | $8,286-60.0% | $11,283-70.6% | $4,645-28.6% |