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 | $232,678 | $124,425+87.0% | $112,040+107.7% | $137,256+69.5% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 18.49% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,392 | $3,411-59.2% | $2,954-52.9% | $4,156-66.5% |
| Participant deferral / active EE | $12,459 | $5,718+117.9% | $5,098+144.4% | $6,407+94.5% |
| Admin fee / account holder | $7,843 | $15,207-48.4% | $12,098-35.2% | $12,270-36.1% |