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 | $126,132 | $106,524+18.4% | $152,301-17.2% | $87,485+44.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 17.04% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $5,318 | $3,371+57.7% | $4,624+15.0% | $2,596+104.8% |
| Participant deferral / active EE | $20,505 | $6,525+214.3% | $8,004+156.2% | $4,274+379.8% |
| Admin fee / account holder | $1,177 | $8,287-85.8% | $14,398-91.8% | $7,775-84.9% |