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 | $117,445 | $77,358+51.8% | $102,184+14.9% | $87,485+34.2% |
| Participation rate | 87.5% | 78.7%+8.8pp | 82.6%+4.9pp | 68.9%+18.6pp |
| Annual return | 18.82% | 41.11%-22.3pp | 31.58%-12.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,013 | $2,562+17.6% | $3,594-16.2% | $2,596+16.1% |
| Participant deferral / active EE | $6,798 | $6,753+0.7% | $8,309-18.2% | $4,274+59.1% |
| Admin fee / account holder | $1,149 | $6,809-83.1% | $11,609-90.1% | $7,775-85.2% |