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 | $157,732 | $68,878+129.0% | $120,574+30.8% | $80,935+94.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 11.57% | 23.67%-12.1pp | 107.42%-95.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $6,308 | $2,065+205.5% | $3,471+81.8% | $2,757+128.8% |
| Participant deferral / active EE | $2,678 | $3,189-16.0% | $4,996-46.4% | $4,299-37.7% |
| Admin fee / account holder | $1,426 | $5,782-75.3% | $9,445-84.9% | $6,924-79.4% |