Filed October 17, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,882 | $155,555+27.2% | $146,866+34.7% | $155,188+27.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 15.15% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $11,080 | $4,647+138.5% | $4,425+150.4% | $4,248+160.8% |
| Participant deferral / active EE | $7,022 | $8,044-12.7% | $7,759-9.5% | $6,531+7.5% |
| Admin fee / account holder | $4,975 | $14,755-66.3% | $13,620-63.5% | $14,480-65.6% |