Filed April 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 7-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.
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 | $49,530 | $72,492-31.7% | $87,104-43.1% | $72,975-32.1% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,928 | $1,894+1.8% | $2,521-23.5% | $2,440-21.0% |
| Participant deferral / active EE | $2,703 | $3,270-17.3% | $4,048-33.2% | $3,608-25.1% |
| Admin fee / account holder | $3,677 | $5,055-27.3% | $7,491-50.9% | $5,124-28.2% |