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 | $137,053 | $154,228-11.1% | $145,433-5.8% | $137,256-0.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.49% | 74.59%-40.1pp | 66.58%-32.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $6,204 | $4,804+29.1% | $4,554+36.2% | $4,156+49.3% |
| Participant deferral / active EE | $13,258 | $8,216+61.4% | $7,897+67.9% | $6,407+106.9% |
| Admin fee / account holder | $19,098 | $14,344+33.1% | $13,129+45.5% | $12,270+55.6% |