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 | $74,971 | $116,203-35.5% | $93,621-19.9% | $152,909-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 9.87% | 35.96%-26.1pp | 32.76%-22.9pp | 345.46%-335.6pp |
| Employer contribution / active EE | $3,102 | $3,219-3.6% | $2,719+14.1% | $4,764-34.9% |
| Participant deferral / active EE | $4,967 | $4,605+7.9% | $4,070+22.0% | $5,851-15.1% |
| Admin fee / account holder | $1,774 | $10,751-83.5% | $7,890-77.5% | $11,601-84.7% |