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 | $155,018 | $124,980+24.0% | $108,359+43.1% | $154,746+0.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.68% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,832 | $2,851-0.6% | $2,399+18.0% | $4,379-35.3% |
| Participant deferral / active EE | $4,416 | $4,743-6.9% | $4,137+6.8% | $6,730-34.4% |
| Admin fee / account holder | $1,058 | $11,502-90.8% | $9,741-89.1% | $14,365-92.6% |