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 | $237,036 | $97,289+143.6% | $92,805+155.4% | $155,188+52.7% |
| Participation rate | 81.3% | 84.2%-2.9pp | 83.5%-2.3pp | 80.8%+0.4pp |
| Annual return | 17.34% | 29.03%-11.7pp | 31.59%-14.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,956 | $3,632-46.2% | $3,424-42.9% | $4,248-54.0% |
| Participant deferral / active EE | $6,863 | $8,795-22.0% | $8,448-18.8% | $6,531+5.1% |
| Admin fee / account holder | $11,220 | $12,015-6.6% | $10,911+2.8% | $14,480-22.5% |