Filed July 22, 2026 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,908 | $57,976+243.1% | $63,003+215.7% | $62,293+219.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.98% | 17.54%-2.6pp | 87.59%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $5,152 | $2,415+113.4% | $2,760+86.7% | $2,042+152.3% |
| Participant deferral / active EE | $6,408 | $2,956+116.8% | $3,329+92.5% | $3,169+102.2% |
| Admin fee / account holder | $12,492 | $276+4430.3% | $3,600+247.0% | $479+2506.2% |