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 | $82,805 | $78,690+5.2% | $161,489-48.7% | $87,485-5.3% |
| Participation rate | 92.2% | 67.5%+24.7pp | 78.7%+13.5pp | 68.9%+23.3pp |
| Annual return | 17.47% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,766 | $2,588+45.5% | $4,268-11.8% | $2,596+45.1% |
| Participant deferral / active EE | $4,049 | $3,311+22.3% | $5,630-28.1% | $4,274-5.3% |
| Admin fee / account holder | $1,828 | $6,724-72.8% | $16,006-88.6% | $7,775-76.5% |