Filed July 3, 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 | $58,948 | $106,749-44.8% | $145,433-59.5% | $82,448-28.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 20.55% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $6,211 | $3,444+80.3% | $4,554+36.4% | $2,551+143.5% |
| Participant deferral / active EE | $7,637 | $6,519+17.2% | $7,897-3.3% | $4,139+84.5% |
| Admin fee / account holder | $11,605 | $8,390+38.3% | $13,129-11.6% | $7,234+60.4% |