Filed October 9, 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 | $36,407 | $63,156-42.4% | $122,354-70.2% | $62,293-41.6% |
| Participation rate | 72.6% | 60.0%+12.6pp | 71.6%+1.0pp | 69.5%+3.1pp |
| Annual return | 49.78% | 20.61%+29.2pp | 30.28%+19.5pp | 28.90%+20.9pp |
| Employer contribution / active EE | $1,307 | $1,385-5.6% | $4,051-67.7% | $2,042-36.0% |
| Participant deferral / active EE | $2,381 | $2,321+2.6% | $3,287-27.6% | $3,169-24.9% |
| Admin fee / account holder | $1,586 | $440+260.4% | $5,479-71.1% | $479+230.8% |