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 | $164,742 | $106,267+55.0% | $96,520+70.7% | $139,456+18.1% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 17.79% | 38.45%-20.7pp | 35.72%-17.9pp | 373.45%-355.7pp |
| Employer contribution / active EE | $4,461 | $4,105+8.7% | $3,739+19.3% | $4,753-6.1% |
| Participant deferral / active EE | $9,650 | $5,454+76.9% | $4,879+97.8% | $6,711+43.8% |
| Admin fee / account holder | $927 | $7,882-88.2% | $6,733-86.2% | $11,407-91.9% |