Filed April 17, 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 | $46,677 | $56,197-16.9% | $67,652-31.0% | $59,633-21.7% |
| Participation rate | 76.2% | 71.5%+4.7pp | 75.7%+0.5pp | 68.7%+7.5pp |
| Annual return | 21.53% | 18508.10%-18486.6pp | 6625.40%-6603.9pp | 2041.45%-2019.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,474 | $2,844+127.7% | $3,560+81.9% | $3,192+102.8% |
| Admin fee / account holder | $3,004 | $3,958-24.1% | $4,821-37.7% | $4,297-30.1% |