Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,010 | $126,661-28.9% | $113,397-20.6% | $138,895-35.2% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.5%+19.2pp | 79.9%+15.7pp |
| Annual return | 20.66% | 25.05%-4.4pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,209 | $3,456-7.2% | $2,977+7.8% | $4,194-23.5% |
| Participant deferral / active EE | $4,582 | $5,693-19.5% | $5,076-9.7% | $6,396-28.4% |
| Admin fee / account holder | $1,249 | $14,549-91.4% | $11,957-89.6% | $12,562-90.1% |