Filed September 11, 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 | $195,423 | $88,778+120.1% | $81,844+138.8% | $145,884+34.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 22.18% | 1033.03%-1010.8pp | 778.87%-756.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $6,029 | $3,087+95.3% | $2,916+106.7% | $4,662+29.3% |
| Participant deferral / active EE | $12,325 | $4,648+165.2% | $4,323+185.1% | $6,690+84.2% |
| Admin fee / account holder | $4,172 | $8,430-50.5% | $7,355-43.3% | $13,392-68.8% |