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 | $212,410 | $106,280+99.9% | $96,538+120.0% | $139,487+52.3% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 14.50% | 38.48%-24.0pp | 35.74%-21.2pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,922 | $4,107-53.2% | $3,740-48.6% | $4,755-59.6% |
| Participant deferral / active EE | $7,357 | $5,457+34.8% | $4,880+50.7% | $6,713+9.6% |
| Admin fee / account holder | $2,730 | $7,888-65.4% | $6,737-59.5% | $11,407-76.1% |