Filed January 29, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $421,623 | $156,398+169.6% | $147,318+186.2% | $138,895+203.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.96% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $12,485 | $4,853+157.2% | $4,593+171.8% | $4,194+197.7% |
| Participant deferral / active EE | $23,008 | $8,237+179.3% | $7,906+191.0% | $6,396+259.7% |
| Admin fee / account holder | $7,687 | $14,976-48.7% | $13,708-43.9% | $12,562-38.8% |