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 | $73,394 | $181,062-59.5% | $158,223-53.6% | $155,188-52.7% |
| Participation rate | 76.5% | 82.7%-6.2pp | 79.2%-2.7pp | 80.8%-4.3pp |
| Annual return | 15.38% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,789 | $4,565-60.8% | $4,109-56.5% | $4,248-57.9% |
| Participant deferral / active EE | $8,969 | $6,134+46.2% | $5,467+64.1% | $6,531+37.3% |
| Admin fee / account holder | $1,668 | $18,825-91.1% | $16,047-89.6% | $14,480-88.5% |