Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $158,413 | $154,228+2.7% | $145,433+8.9% | $137,256+15.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,646 | $4,804-24.1% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $8,656 | $8,216+5.3% | $7,897+9.6% | $6,407+35.1% |
| Admin fee / account holder | $2,437 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |