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 | $106,036 | $93,598+13.3% | $135,974-22.0% | $75,173+41.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 21.43% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,483 | $3,538-29.8% | $4,859-48.9% | $2,671-7.0% |
| Participant deferral / active EE | $6,068 | $6,405-5.3% | $7,760-21.8% | $4,126+47.1% |
| Admin fee / account holder | $1,006 | $6,978-85.6% | $10,767-90.7% | $5,651-82.2% |