Filed May 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,755 | $160,070+45.4% | $147,117+58.2% | $145,897+59.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.05% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $12,070 | $5,285+128.4% | $4,932+144.7% | $4,663+158.9% |
| Participant deferral / active EE | $11,129 | $8,419+32.2% | $8,065+38.0% | $6,689+66.4% |
| Admin fee / account holder | $753 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |