Filed October 10, 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 | $21,675 | $57,590-62.4% | $86,233-74.9% | $82,448-73.7% |
| Participation rate | 91.9% | 57.9%+34.0pp | 69.0%+22.9pp | 68.1%+23.8pp |
| Annual return | 18.12% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,383 | $1,655-16.5% | $2,504-44.8% | $2,551-45.8% |
| Participant deferral / active EE | $3,720 | $3,080+20.8% | $4,559-18.4% | $4,139-10.1% |
| Admin fee / account holder | $854 | $4,730-81.9% | $8,342-89.8% | $7,234-88.2% |