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 | $100,116 | $96,731+3.5% | $123,973-19.2% | $86,983+15.1% |
| Participation rate | 74.5% | 70.0%+4.5pp | 76.7%-2.1pp | 69.5%+5.0pp |
| Annual return | 14.93% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $3,640 | $3,297+10.4% | $4,126-11.8% | $2,584+40.8% |
| Participant deferral / active EE | $5,143 | $4,152+23.9% | $5,247-2.0% | $4,194+22.6% |
| Admin fee / account holder | $600 | $8,722-93.1% | $11,799-94.9% | $7,856-92.4% |