Filed May 27, 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 | $51,966 | $57,352-9.4% | $83,831-38.0% | $64,173-19.0% |
| Participation rate | 94.0% | 68.6%+25.4pp | 76.1%+17.9pp | 69.6%+24.5pp |
| Annual return | -8.38% | 11.38%-19.8pp | 850.99%-859.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $4,052 | $2,546+59.2% | $3,631+11.6% | $2,381+70.2% |
| Participant deferral / active EE | $5,747 | $2,993+92.0% | $4,082+40.8% | $3,470+65.6% |
| Admin fee / account holder | $3,284 | $4,046-18.8% | $5,479-40.1% | $4,887-32.8% |