Filed April 24, 2026
Total covered: 103 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,641 | $95,404-36.4% | $113,397-46.5% | $82,637-26.6% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.5%+0.1pp | 68.1%+8.6pp |
| Annual return | 15.96% | 19.08%-3.1pp | 23.20%-7.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,202 | $2,307-4.5% | $2,977-26.0% | $2,552-13.7% |
| Participant deferral / active EE | $3,742 | $4,220-11.3% | $5,076-26.3% | $4,126-9.3% |
| Admin fee / account holder | $6,485 | $9,168-29.3% | $11,957-45.8% | $7,339-11.6% |