Filed April 6, 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,532 | $87,834-73.2% | $133,975-82.4% | $62,881-62.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.57% | 12.05%-6.5pp | 29.29%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $367 | $3,482-89.5% | $5,211-93.0% | $2,281-83.9% |
| Participant deferral / active EE | $3,052 | $4,812-36.6% | $6,282-51.4% | $3,203-4.7% |
| Admin fee / account holder | $3,294 | $5,372-38.7% | $9,324-64.7% | $4,296-23.3% |