Filed November 24, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,988 | $106,247-3.1% | $147,096-30.0% | $77,714+32.5% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 29.37% | 56.87%-27.5pp | 419.75%-390.4pp | 31.26%-1.9pp |
| Employer contribution / active EE | $4,291 | $4,069+5.4% | $4,936-13.1% | $2,727+57.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |