Filed February 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,311 | $77,817-35.3% | $123,553-59.3% | $64,173-21.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -74.50% | 12.49%-87.0pp | 119.21%-193.7pp | 7.63%-82.1pp |
| Employer contribution / active EE | $8,821 | $3,014+192.7% | $4,628+90.6% | $2,381+270.5% |
| Participant deferral / active EE | $19,606 | $5,240+274.2% | $6,426+205.1% | $3,470+465.1% |
| Admin fee / account holder | $7,162 | $5,519+29.8% | $9,284-22.9% | $4,887+46.5% |