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 | $187,799 | $111,814+68.0% | $103,374+81.7% | $145,959+28.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.01% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $4,208 | $4,214-0.1% | $3,869+8.7% | $4,661-9.7% |
| Participant deferral / active EE | $9,100 | $5,618+62.0% | $5,058+79.9% | $6,689+36.1% |
| Admin fee / account holder | $9,585 | $9,754-1.7% | $8,394+14.2% | $13,398-28.5% |