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 | $217,842 | $101,063+115.6% | $81,473+167.4% | $147,585+47.6% |
| Participation rate | 81.3% | 74.5%+6.8pp | 68.0%+13.3pp | 82.8%-1.6pp |
| Annual return | 10.96% | 32.41%-21.4pp | 38.78%-27.8pp | 578.58%-567.6pp |
| Employer contribution / active EE | $1,298 | $3,206-59.5% | $2,568-49.5% | $4,876-73.4% |
| Participant deferral / active EE | $6,250 | $4,242+47.3% | $3,537+76.7% | $5,439+14.9% |
| Admin fee / account holder | $23,997 | $5,812+312.9% | $4,561+426.1% | $10,886+120.4% |