Filed June 2, 2026
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 | $49,082 | $102,663-52.2% | $86,216-43.1% | $139,466-64.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.81% | 1924.52%-1906.7pp | 1169.42%-1151.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,455 | $3,035+13.8% | $2,382+45.1% | $4,754-27.3% |
| Participant deferral / active EE | $10,371 | $4,677+121.7% | $3,986+160.2% | $6,712+54.5% |
| Admin fee / account holder | $3,162 | $8,663-63.5% | $6,853-53.9% | $11,409-72.3% |