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 | $244,080 | $162,136+50.5% | $152,301+60.3% | $154,746+57.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 19.86% | 91.02%-71.2pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,031 | $4,890-78.9% | $4,624-77.7% | $4,379-76.5% |
| Participant deferral / active EE | $14,707 | $8,341+76.3% | $8,004+83.7% | $6,730+118.5% |
| Admin fee / account holder | $2,533 | $15,759-83.9% | $14,398-82.4% | $14,365-82.4% |