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 | $144,036 | $106,864+34.8% | $147,318-2.2% | $82,637+74.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.14% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $19,215 | $3,417+462.4% | $4,593+318.4% | $2,552+652.9% |
| Participant deferral / active EE | $11,347 | $6,496+74.7% | $7,906+43.5% | $4,126+175.0% |
| Admin fee / account holder | $5,180 | $8,415-38.4% | $13,708-62.2% | $7,339-29.4% |