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 | $103,628 | $154,228-32.8% | $145,433-28.7% | $137,256-24.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 16.84% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,581 | $4,804-25.4% | $4,554-21.4% | $4,156-13.8% |
| Participant deferral / active EE | $7,076 | $8,216-13.9% | $7,897-10.4% | $6,407+10.4% |
| Admin fee / account holder | $26,025 | $14,344+81.4% | $13,129+98.2% | $12,270+112.1% |