Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,671 | $57,073+136.0% | $85,126+58.2% | $80,925+66.4% |
| Participation rate | 93.8% | 56.4%+37.4pp | 67.5%+26.2pp | 67.7%+26.1pp |
| Annual return | 12.08% | 21.69%-9.6pp | 66.63%-54.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $7,694 | $1,801+327.3% | $2,731+181.7% | $2,756+179.2% |
| Participant deferral / active EE | $1,206 | $3,113-61.3% | $4,523-73.3% | $4,299-71.9% |
| Admin fee / account holder | $1,754 | $4,988-64.8% | $6,160-71.5% | $6,940-74.7% |