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 | $153,914 | $177,156-13.1% | $147,027+4.7% | $154,746-0.5% |
| Participation rate | 86.7% | 79.4%+7.3pp | 73.7%+12.9pp | 80.7%+6.0pp |
| Annual return | 19.94% | 21.94%-2.0pp | 20.23%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,269 | $4,336-47.7% | $3,626-37.4% | $4,379-48.2% |
| Participant deferral / active EE | $4,228 | $5,797-27.1% | $4,933-14.3% | $6,730-37.2% |
| Admin fee / account holder | $3,235 | $14,904-78.3% | $12,223-73.5% | $14,365-77.5% |