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 | $103,652 | $77,523+33.7% | $100,383+3.3% | $80,874+28.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.87% | 37.21%-20.3pp | 49.26%-32.4pp | 35.62%-18.7pp |
| Employer contribution / active EE | $3,653 | $2,801+30.4% | $3,944-7.4% | $2,756+32.6% |
| Participant deferral / active EE | $7,035 | $6,822+3.1% | $8,086-13.0% | $4,297+63.7% |
| Admin fee / account holder | $311 | $5,899-94.7% | $7,900-96.1% | $6,935-95.5% |