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 | $146,203 | $154,193-5.2% | $130,045+12.4% | $139,466+4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 32.51%-20.5pp | -137.30%+149.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $3,282 | $5,292-38.0% | $4,321-24.0% | $4,754-31.0% |
| Participant deferral / active EE | $7,509 | $6,709+11.9% | $5,820+29.0% | $6,712+11.9% |
| Admin fee / account holder | $22,076 | $13,989+57.8% | $10,600+108.3% | $11,409+93.5% |