Filed August 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,466 | $48,076+129.8% | $78,690+40.4% | $62,891+75.6% |
| Participation rate | 81.8% | 65.2%+16.6pp | 73.6%+8.3pp | 69.3%+12.5pp |
| Annual return | 4.43% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $4,674 | $2,015+132.0% | $2,851+64.0% | $2,281+104.9% |
| Participant deferral / active EE | $5,678 | $2,588+119.4% | $3,517+61.5% | $3,203+77.3% |
| Admin fee / account holder | $13,081 | $3,207+307.8% | $4,511+190.0% | $4,296+204.5% |