Filed February 13, 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 | $124,136 | $61,815+100.8% | $97,295+27.6% | $80,959+53.3% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.7%+24.9pp |
| Annual return | 14.87% | -558.73%+573.6pp | 75.62%-60.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,593 | $1,836+95.6% | $2,723+32.0% | $2,757+30.3% |
| Participant deferral / active EE | $7,785 | $3,027+157.2% | $4,264+82.6% | $4,300+81.0% |
| Admin fee / account holder | $2,201 | $5,166-57.4% | $5,646-61.0% | $6,925-68.2% |