Filed August 19, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,394 | $78,197-41.9% | $98,090-53.7% | $82,637-45.1% |
| Participation rate | 72.2% | 77.5%-5.2pp | 81.5%-9.3pp | 68.1%+4.2pp |
| Annual return | 25.48% | 40.25%-14.8pp | 37.05%-11.6pp | 53.51%-28.0pp |
| Employer contribution / active EE | $3,452 | $2,605+32.5% | $3,606-4.3% | $2,552+35.3% |
| Participant deferral / active EE | $6,155 | $6,636-7.2% | $7,845-21.5% | $4,126+49.2% |
| Admin fee / account holder | $1,966 | $14,832-86.7% | $11,815-83.4% | $7,339-73.2% |