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 | $201,458 | $167,533+20.2% | $151,645+32.8% | $134,545+49.7% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.61% | 7.81%-23.4pp | 3.34%-18.9pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,692 | $6,828-45.9% | $6,165-40.1% | $4,742-22.1% |
| Participant deferral / active EE | $6,314 | $8,985-29.7% | $8,363-24.5% | $6,401-1.4% |
| Admin fee / account holder | $7,745 | $13,781-43.8% | $11,614-33.3% | $11,431-32.2% |