Filed January 27, 2026 (most recent of 3 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,083 | $72,273+116.0% | $101,275+54.1% | $79,856+95.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -25.42% | 22.30%-47.7pp | 46.48%-71.9pp | 31.71%-57.1pp |
| Employer contribution / active EE | $4,378 | $2,691+62.7% | $3,660+19.6% | $2,471+77.2% |
| Participant deferral / active EE | $5,808 | $3,282+77.0% | $4,371+32.9% | $3,741+55.3% |
| Admin fee / account holder | $5,490 | $4,401+24.7% | $5,948-7.7% | $5,306+3.5% |