Filed September 8, 2025
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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,497 | $209,847+19.4% | $189,520+32.2% | $167,518+49.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.12% | 748.45%-720.3pp | 555.25%-527.1pp | 478.71%-450.6pp |
| Employer contribution / active EE | $5,184 | $6,913-25.0% | $6,161-15.9% | $4,838+7.1% |
| Participant deferral / active EE | $13,606 | $8,934+52.3% | $8,220+65.5% | $6,342+114.5% |
| Admin fee / account holder | $1,733 | $14,295-87.9% | $12,046-85.6% | $12,312-85.9% |