Filed July 10, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,947 | $138,385-23.4% | $184,200-42.5% | $80,874+31.0% |
| Participation rate | 62.4% | 83.9%-21.5pp | 86.8%-24.5pp | 67.6%-5.3pp |
| Annual return | 16.10% | 20.02%-3.9pp | 28.80%-12.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,379 | $4,849-50.9% | $6,424-63.0% | $2,756-13.7% |
| Participant deferral / active EE | $4,417 | $7,073-37.5% | $9,132-51.6% | $4,297+2.8% |
| Admin fee / account holder | $30,179 | $10,483+187.9% | $13,907+117.0% | $6,935+335.1% |