Filed May 18, 2026
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,361 | $148,582-73.5% | $135,942-71.0% | $139,456-71.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.96% | 79.26%-67.3pp | 68.28%-56.3pp | 373.45%-361.5pp |
| Employer contribution / active EE | $7,384 | $5,245+40.8% | $4,858+52.0% | $4,753+55.4% |
| Participant deferral / active EE | $17,205 | $8,101+112.4% | $7,759+121.7% | $6,711+156.4% |
| Admin fee / account holder | $9,826 | $12,402-20.8% | $10,764-8.7% | $11,407-13.9% |