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 | $148,287 | $156,398-5.2% | $147,318+0.7% | $138,895+6.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.63% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,823 | $4,853-41.8% | $4,593-38.5% | $4,194-32.7% |
| Participant deferral / active EE | $7,321 | $8,237-11.1% | $7,906-7.4% | $6,396+14.5% |
| Admin fee / account holder | $4,525 | $14,976-69.8% | $13,708-67.0% | $12,562-64.0% |