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 | $239,449 | $117,904+103.1% | $102,457+133.7% | $145,978+64.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 11.11% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,613 | $3,613-55.4% | $3,022-46.6% | $4,662-65.4% |
| Participant deferral / active EE | $4,801 | $5,733-16.3% | $5,054-5.0% | $6,690-28.2% |
| Admin fee / account holder | $4,400 | $13,329-67.0% | $9,451-53.4% | $13,400-67.2% |