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 | $145,673 | $154,228-5.5% | $145,433+0.2% | $137,256+6.1% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,081 | $4,804-56.7% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $8,166 | $8,216-0.6% | $7,897+3.4% | $6,407+27.5% |
| Admin fee / account holder | $5,200 | $14,344-63.7% | $13,129-60.4% | $12,270-57.6% |