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 | $85,127 | $135,956-37.4% | $123,894-31.3% | $273,972-68.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $9,028 | $5,170+74.6% | $4,617+95.5% | $4,869+85.4% |
| Participant deferral / active EE | $6,285 | $6,343-0.9% | $5,984+5.0% | $5,287+18.9% |
| Admin fee / account holder | $13,336 | $9,817+35.8% | $8,357+59.6% | $10,133+31.6% |