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 | $127,787 | $91,198+40.1% | $178,503-28.4% | $79,856+60.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.26% | 24.20%-12.9pp | 151.12%-139.9pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,361 | $3,257+33.9% | $5,011-13.0% | $2,471+76.5% |
| Participant deferral / active EE | $5,221 | $3,237+61.3% | $5,202+0.4% | $3,741+39.6% |
| Admin fee / account holder | $5,982 | $6,748-11.3% | $13,987-57.2% | $5,306+12.7% |