Filed March 9, 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 | $181,598 | $138,366+31.2% | $184,185-1.4% | $80,911+124.4% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 14.55% | 20.02%-5.5pp | 28.81%-14.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $5,026 | $4,849+3.7% | $6,426-21.8% | $2,756+82.4% |
| Participant deferral / active EE | $8,220 | $7,074+16.2% | $9,132-10.0% | $4,297+91.3% |
| Admin fee / account holder | $892 | $10,484-91.5% | $13,909-93.6% | $6,935-87.1% |