Filed November 26, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,216 | $201,370+24.3% | $184,256+35.8% | $145,897+71.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.25% | 29.05%-5.8pp | 28.85%-5.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $21,889 | $7,024+211.6% | $6,427+240.6% | $4,663+369.5% |
| Participant deferral / active EE | $17,206 | $9,808+75.4% | $9,133+88.4% | $6,689+157.2% |
| Admin fee / account holder | $11,682 | $16,364-28.6% | $13,899-16.0% | $13,390-12.8% |