Filed February 2, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,521 | $145,431-57.0% | $211,142-70.4% | $87,485-28.5% |
| Participation rate | 70.8% | 84.7%-14.0pp | 87.3%-16.5pp | 68.9%+1.9pp |
| Annual return | 15.05% | 27.21%-12.2pp | 46.84%-31.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,045 | $4,662-34.7% | $6,442-52.7% | $2,596+17.3% |
| Participant deferral / active EE | $4,366 | $6,859-36.3% | $9,284-53.0% | $4,274+2.2% |
| Admin fee / account holder | $4,490 | $17,052-73.7% | $19,076-76.5% | $7,775-42.2% |