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 | $103,843 | $154,228-32.7% | $145,433-28.6% | $137,256-24.3% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,888 | $4,804-39.9% | $4,554-36.6% | $4,156-30.5% |
| Participant deferral / active EE | $4,592 | $8,216-44.1% | $7,897-41.9% | $6,407-28.3% |
| Admin fee / account holder | $812 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |