Filed February 18, 2026
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 | $47,318 | $95,383-50.4% | $185,837-74.5% | $85,856-44.9% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 19.84% | 23.59%-3.7pp | 122.08%-102.2pp | 318.58%-298.7pp |
| Employer contribution / active EE | $3,387 | $3,313+2.2% | $5,168-34.5% | $2,565+32.0% |
| Participant deferral / active EE | $4,576 | $3,423+33.7% | $5,568-17.8% | $3,952+15.8% |
| Admin fee / account holder | $4,299 | $7,213-40.4% | $16,241-73.5% | $6,261-31.3% |