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 | $106,248 | $80,992+31.2% | $96,534+10.1% | $75,173+41.3% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.5pp |
| Annual return | 17.72% | 27.05%-9.3pp | 25.88%-8.2pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,704 | $2,283-25.3% | $2,965-42.5% | $2,671-36.2% |
| Participant deferral / active EE | $8,350 | $3,929+112.5% | $4,851+72.1% | $4,126+102.4% |
| Admin fee / account holder | $13,669 | $6,717+103.5% | $8,253+65.6% | $5,651+141.9% |