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 | $153,950 | $106,280+44.9% | $96,538+59.5% | $139,487+10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.60% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,577 | $4,107-37.2% | $3,740-31.1% | $4,755-45.8% |
| Participant deferral / active EE | $16,297 | $5,457+198.6% | $4,880+233.9% | $6,713+142.8% |
| Admin fee / account holder | $1,678 | $7,888-78.7% | $6,737-75.1% | $11,407-85.3% |