Filed June 12, 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 | $15,448 | $174,379-91.1% | $152,093-89.8% | $138,895-88.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.70% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,420 | $4,652-69.5% | $4,175-66.0% | $4,194-66.1% |
| Participant deferral / active EE | $1,655 | $6,159-73.1% | $5,451-69.6% | $6,396-74.1% |
| Admin fee / account holder | $1,645 | $16,880-90.3% | $14,497-88.7% | $12,562-86.9% |