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 | $245,008 | $181,896+34.7% | $156,551+56.5% | $273,972-10.6% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,916 | $6,248-69.3% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $6,711 | $5,550+20.9% | $4,871+37.8% | $5,287+26.9% |
| Admin fee / account holder | $1,773 | $15,560-88.6% | $13,028-86.4% | $10,133-82.5% |