Filed February 13, 2026
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $176,553 | $96,678+82.6% | $86,640+103.8% | $139,466+26.6% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 12.78% | 106.69%-93.9pp | 592.52%-579.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $11,032 | $3,265+237.8% | $3,024+264.8% | $4,754+132.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $465 | $6,410-92.7% | $5,616-91.7% | $11,409-95.9% |