Filed November 13, 2025 (most recent of 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,629 | $102,661+26.3% | $151,645-14.5% | $66,949+93.6% |
| Participation rate | 67.6% | 85.5%-17.9pp | 87.5%-19.9pp | 69.8%-2.2pp |
| Annual return | -14.12% | -10.81%-3.3pp | 3.34%-17.5pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,239 | $4,184-70.4% | $6,165-79.9% | $2,545-51.3% |
| Participant deferral / active EE | $5,075 | $6,645-23.6% | $8,363-39.3% | $4,239+19.7% |
| Admin fee / account holder | $36 | $630-94.3% | $11,614-99.7% | $594-93.9% |