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 | $68,655 | $135,956-49.5% | $123,894-44.6% | $273,972-74.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.83% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,074 | $5,170-40.5% | $4,617-33.4% | $4,869-36.9% |
| Participant deferral / active EE | $6,533 | $6,343+3.0% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $1,888 | $9,817-80.8% | $8,357-77.4% | $10,133-81.4% |