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 | $161,977 | $201,344-19.6% | $184,243-12.1% | $145,877+11.0% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 13.68% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,648 | $7,022-62.3% | $6,427-58.8% | $4,663-43.2% |
| Participant deferral / active EE | $5,874 | $9,807-40.1% | $9,132-35.7% | $6,691-12.2% |
| Admin fee / account holder | $1,081 | $16,382-93.4% | $13,914-92.2% | $13,402-91.9% |