Filed June 30, 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 | $17,955 | $75,828-76.3% | $147,617-87.8% | $59,632-69.9% |
| Participation rate | 79.3% | 71.6%+7.7pp | 84.6%-5.3pp | 68.7%+10.6pp |
| Annual return | -0.86% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $1,238 | $3,485-64.5% | $5,565-77.7% | $2,203-43.8% |
| Participant deferral / active EE | $2,278 | $3,130-27.2% | $4,895-53.5% | $3,192-28.6% |
| Admin fee / account holder | $6,769 | $5,985+13.1% | $11,611-41.7% | $4,297+57.5% |