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 | $164,747 | $73,978+122.7% | $96,515+70.7% | $75,173+119.2% |
| Participation rate | 74.4% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.2pp |
| Annual return | 18.71% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $4,368 | $2,931+49.0% | $3,740+16.8% | $2,671+63.5% |
| Participant deferral / active EE | $8,764 | $3,660+139.5% | $4,880+79.6% | $4,126+112.4% |
| Admin fee / account holder | $1,556 | $5,219-70.2% | $6,735-76.9% | $5,651-72.5% |