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 | $88,660 | $172,111-48.5% | $150,298-41.0% | $137,256-35.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.76% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,615 | $4,636-43.6% | $4,154-37.1% | $4,156-37.1% |
| Participant deferral / active EE | $5,031 | $6,166-18.4% | $5,453-7.7% | $6,407-21.5% |
| Admin fee / account holder | $2,449 | $16,471-85.1% | $14,116-82.6% | $12,270-80.0% |