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 | $100,075 | $106,864-6.4% | $147,318-32.1% | $82,637+21.1% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 15.95% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $4,280 | $3,417+25.3% | $4,593-6.8% | $2,552+67.7% |
| Participant deferral / active EE | $2,460 | $6,496-62.1% | $7,906-68.9% | $4,126-40.4% |
| Admin fee / account holder | $1,777 | $8,415-78.9% | $13,708-87.0% | $7,339-75.8% |