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 | $131,681 | $94,436+39.4% | $115,599+13.9% | $82,637+59.3% |
| Participation rate | 82.9% | 70.4%+12.5pp | 74.3%+8.7pp | 68.1%+14.9pp |
| Annual return | 13.06% | 18.37%-5.3pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $3,289 | $2,324+41.5% | $2,955+11.3% | $2,552+28.9% |
| Participant deferral / active EE | $6,638 | $3,955+67.8% | $4,889+35.8% | $4,126+60.9% |
| Admin fee / account holder | $6,462 | $10,328-37.4% | $12,841-49.7% | $7,339-11.9% |