Filed April 29, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,888 | $78,428-46.6% | $95,960-56.3% | $79,852-47.5% |
| Participation rate | 72.0% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.4pp |
| Annual return | 19.20% | 19.37%-0.2pp | 91.63%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,141 | $1,945+10.0% | $2,541-15.8% | $2,471-13.4% |
| Participant deferral / active EE | $4,654 | $3,440+35.3% | $4,167+11.7% | $3,740+24.4% |
| Admin fee / account holder | $829 | $5,622-85.3% | $6,797-87.8% | $5,306-84.4% |