Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $147,249 | $212,386-30.7% | $199,883-26.3% | $138,895+6.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.18% | 47.75%-29.6pp | 43.81%-25.6pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,507 | $6,625-77.2% | $6,261-75.9% | $4,194-64.1% |
| Participant deferral / active EE | $13,877 | $9,617+44.3% | $9,138+51.9% | $6,396+117.0% |
| Admin fee / account holder | $1,917 | $18,233-89.5% | $17,268-88.9% | $12,562-84.7% |