Filed June 2, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $931,990 | $185,342+402.8% | $111,308+737.3% | $86,821+973.5% |
| Participation rate | 19.8% | 81.0%-61.2pp | 77.3%-57.5pp | 72.3%-52.5pp |
| Annual return | 22.27% | 500.80%-478.5pp | 54.67%-32.4pp | 97.94%-75.7pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |