Filed January 21, 2026
Total covered: 2 employees
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,022 | $55,002-49.1% | $59,899-53.2% | $56,289-50.2% |
| Participation rate | 98.3% | 75.9%+22.3pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | 9.59% | 1.13%+8.5pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $3,502 | $2,448+43.0% | $2,723+28.6% | $2,111+65.9% |
| Participant deferral / active EE | $3,415 | $3,121+9.4% | $3,402+0.4% | $3,350+1.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |