Filed December 30, 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 | $54,680 | $99,345-45.0% | $84,753-35.5% | $273,972-80.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.28% | 22.93%-11.7pp | 22.78%-11.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $2,676 | $4,214-36.5% | $3,574-25.1% | $4,869-45.0% |
| Participant deferral / active EE | $5,762 | $4,270+35.0% | $3,712+55.2% | $5,287+9.0% |
| Admin fee / account holder | $496 | $6,645-92.5% | $5,333-90.7% | $10,133-95.1% |