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 | $116,747 | $71,891+62.4% | $86,690+34.7% | $68,498+70.4% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -15.82% | 3.53%-19.3pp | 35.93%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,184 | $2,173+0.5% | $2,837-23.0% | $2,596-15.9% |
| Participant deferral / active EE | $4,497 | $3,779+19.0% | $4,656-3.4% | $4,027+11.7% |
| Admin fee / account holder | $4,446 | $6,112-27.3% | $7,490-40.6% | $5,403-17.7% |