Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,294 | $178,174-28.0% | $156,181-17.9% | $137,256-6.5% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 16.14% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,154 | $4,972+3.7% | $4,294+20.0% | $4,156+24.0% |
| Participant deferral / active EE | $11,258 | $6,888+63.4% | $6,132+83.6% | $6,407+75.7% |
| Admin fee / account holder | $652 | $17,404-96.3% | $14,586-95.5% | $12,270-94.7% |