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 | $97,627 | $135,956-28.2% | $123,894-21.2% | $273,972-64.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.26% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $9,888 | $5,170+91.3% | $4,617+114.2% | $4,869+103.1% |
| Participant deferral / active EE | $6,821 | $6,343+7.5% | $5,984+14.0% | $5,287+29.0% |
| Admin fee / account holder | $6,077 | $9,817-38.1% | $8,357-27.3% | $10,133-40.0% |