Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $96,886 | $155,555-37.7% | $146,866-34.0% | $155,188-37.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 12.56% | 115.41%-102.9pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $3,031 | $4,647-34.8% | $4,425-31.5% | $4,248-28.7% |
| Participant deferral / active EE | $11,324 | $8,044+40.8% | $7,759+45.9% | $6,531+73.4% |
| Admin fee / account holder | $1,395 | $14,755-90.5% | $13,620-89.8% | $14,480-90.4% |