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 | $200,260 | $117,859+69.9% | $102,438+95.5% | $145,959+37.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 19.15% | 31.72%-12.6pp | 29.37%-10.2pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,441 | $3,615-60.2% | $3,024-52.4% | $4,661-69.1% |
| Participant deferral / active EE | $12,542 | $5,732+118.8% | $5,054+148.2% | $6,689+87.5% |
| Admin fee / account holder | $3,271 | $13,318-75.4% | $9,448-65.4% | $13,398-75.6% |