Filed September 16, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,163 | $152,619-70.4% | $125,195-63.9% | $152,909-70.5% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.5%+11.3pp |
| Annual return | 24.43% | 54.85%-30.4pp | 43.79%-19.4pp | 345.46%-321.0pp |
| Employer contribution / active EE | $3,631 | $4,947-26.6% | $3,866-6.1% | $4,764-23.8% |
| Participant deferral / active EE | $6,251 | $5,869+6.5% | $4,937+26.6% | $5,851+6.8% |
| Admin fee / account holder | $745 | $13,437-94.5% | $9,704-92.3% | $11,601-93.6% |