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 | $176,396 | $176,786-0.2% | $146,643+20.3% | $167,536+5.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.61% | 24.04%-12.4pp | 22.75%-11.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,528 | $5,161-70.4% | $4,137-63.1% | $4,839-68.4% |
| Participant deferral / active EE | $5,422 | $6,440-15.8% | $5,506-1.5% | $6,342-14.5% |
| Admin fee / account holder | $944 | $13,262-92.9% | $10,280-90.8% | $12,315-92.3% |