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 | $126,974 | $124,346+2.1% | $111,308+14.1% | $167,536-24.2% |
| Participation rate | 77.8% | 79.6%-1.9pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 16.25% | 37.45%-21.2pp | 54.67%-38.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,035 | $3,437-40.8% | $2,732-25.5% | $4,839-57.9% |
| Participant deferral / active EE | $4,461 | $5,182-13.9% | $4,487-0.6% | $6,342-29.7% |
| Admin fee / account holder | $770 | $10,621-92.8% | $7,965-90.3% | $12,315-93.7% |