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 | $111,909 | $135,956-17.7% | $123,894-9.7% | $273,972-59.2% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 8.09% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $7,391 | $5,170+43.0% | $4,617+60.1% | $4,869+51.8% |
| Participant deferral / active EE | $5,325 | $6,343-16.1% | $5,984-11.0% | $5,287+0.7% |
| Admin fee / account holder | $3,157 | $9,817-67.8% | $8,357-62.2% | $10,133-68.8% |