Filed January 30, 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 | $128,524 | $65,364+96.6% | $92,909+38.3% | $72,975+76.1% |
| Participation rate | 68.1% | 68.3%-0.2pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 30.14% | 42.11%-12.0pp | 109.44%-79.3pp | 81.01%-50.9pp |
| Employer contribution / active EE | $2,532 | $2,594-2.4% | $3,653-30.7% | $2,440+3.8% |
| Participant deferral / active EE | $5,931 | $3,128+89.6% | $4,238+39.9% | $3,608+64.4% |
| Admin fee / account holder | $3,468 | $4,251-18.4% | $5,795-40.2% | $5,124-32.3% |