Filed April 30, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $246,780 | $63,114+291.0% | $92,915+165.6% | $65,186+278.6% |
| Participation rate | 98.5% | 68.8%+29.8pp | 76.0%+22.5pp | 70.2%+28.3pp |
| Annual return | 22.50% | 28.75%-6.3pp | 109.45%-87.0pp | 29.39%-6.9pp |
| Employer contribution / active EE | $15,879 | $2,571+517.7% | $3,653+334.6% | $2,177+629.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |