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 | $246,476 | $181,896+35.5% | $156,551+57.4% | $273,972-10.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $3,527 | $6,248-43.6% | $5,501-35.9% | $4,869-27.6% |
| Participant deferral / active EE | $6,667 | $5,550+20.1% | $4,871+36.9% | $5,287+26.1% |
| Admin fee / account holder | $1,233 | $15,560-92.1% | $13,028-90.5% | $10,133-87.8% |