Filed February 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,363 | $75,832+53.4% | $147,618-21.2% | $59,633+95.1% |
| Participation rate | 82.9% | 71.6%+11.3pp | 84.6%-1.8pp | 68.7%+14.2pp |
| Annual return | 1.19% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $10,999 | $3,485+215.6% | $5,565+97.7% | $2,203+399.4% |
| Participant deferral / active EE | $12,328 | $3,131+293.8% | $4,895+151.8% | $3,192+286.2% |
| Admin fee / account holder | $29,207 | $5,986+388.0% | $11,612+151.5% | $4,297+579.7% |