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 | $111,357 | $114,119-2.4% | $107,187+3.9% | $138,895-19.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 11.92% | 273.21%-261.3pp | 204.55%-192.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,017 | $4,059-50.3% | $3,782-46.7% | $4,194-51.9% |
| Participant deferral / active EE | $6,903 | $5,538+24.7% | $5,096+35.5% | $6,396+7.9% |
| Admin fee / account holder | $1,023 | $10,024-89.8% | $9,162-88.8% | $12,562-91.9% |