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 | $75,373 | $135,956-44.6% | $123,894-39.2% | $273,972-72.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,616 | $5,170-49.4% | $4,617-43.3% | $4,869-46.3% |
| Participant deferral / active EE | $7,845 | $6,343+23.7% | $5,984+31.1% | $5,287+48.4% |
| Admin fee / account holder | $857 | $9,817-91.3% | $8,357-89.7% | $10,133-91.5% |