Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $166,555 | $106,247+56.8% | $96,515+72.6% | $139,466+19.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 18.56% | 38.47%-19.9pp | 35.73%-17.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,478 | $4,106-39.6% | $3,740-33.7% | $4,754-47.9% |
| Participant deferral / active EE | $3,957 | $5,456-27.5% | $4,880-18.9% | $6,712-41.1% |
| Admin fee / account holder | $2,765 | $7,885-64.9% | $6,735-58.9% | $11,409-75.8% |