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 | $121,130 | $124,425-2.6% | $112,040+8.1% | $137,256-11.7% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 13.69% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,003 | $3,411-70.6% | $2,954-66.1% | $4,156-75.9% |
| Participant deferral / active EE | $2,689 | $5,718-53.0% | $5,098-47.2% | $6,407-58.0% |
| Admin fee / account holder | $3,851 | $15,207-74.7% | $12,098-68.2% | $12,270-68.6% |