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 | $90,141 | $93,617-3.7% | $135,982-33.7% | $75,177+19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.29% | 30.89%-11.6pp | 68.32%-49.0pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,098 | $3,538-12.4% | $4,859-36.2% | $2,671+16.0% |
| Participant deferral / active EE | $2,984 | $6,406-53.4% | $7,760-61.5% | $4,126-27.7% |
| Admin fee / account holder | $651 | $6,980-90.7% | $10,767-94.0% | $5,651-88.5% |