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 | $110,684 | $95,404+16.0% | $113,397-2.4% | $82,637+33.9% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.5%-2.7pp | 68.1%+5.8pp |
| Annual return | 15.96% | 19.08%-3.1pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,803 | $2,307+21.5% | $2,977-5.9% | $2,552+9.8% |
| Participant deferral / active EE | $5,120 | $4,220+21.3% | $5,076+0.9% | $4,126+24.1% |
| Admin fee / account holder | $5,699 | $9,168-37.8% | $11,957-52.3% | $7,339-22.3% |