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 | $104,747 | $87,132+20.2% | $105,624-0.8% | $80,959+29.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.46% | 17.03%-4.6pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,146 | $2,397+73.0% | $3,168+30.9% | $2,757+50.4% |
| Participant deferral / active EE | $6,559 | $3,985+64.6% | $5,013+30.9% | $4,300+52.5% |
| Admin fee / account holder | $3,813 | $8,449-54.9% | $10,961-65.2% | $6,925-44.9% |