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 | $168,761 | $201,264-16.1% | $184,185-8.4% | $145,978+15.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.25% | 29.00%-17.7pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,460 | $7,021-50.7% | $6,426-46.2% | $4,662-25.8% |
| Participant deferral / active EE | $11,924 | $9,806+21.6% | $9,132+30.6% | $6,690+78.2% |
| Admin fee / account holder | $5,217 | $16,376-68.1% | $13,909-62.5% | $13,400-61.1% |