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 | $97,688 | $98,240-0.6% | $82,312+18.7% | $147,586-33.8% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 14.35% | 30.85%-16.5pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,878 | $3,192-9.8% | $2,428+18.5% | $4,876-41.0% |
| Participant deferral / active EE | $3,534 | $4,383-19.4% | $3,706-4.6% | $5,439-35.0% |
| Admin fee / account holder | $14,942 | $8,563+74.5% | $5,608+166.5% | $10,886+37.3% |