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 | $115,254 | $94,436+22.0% | $115,599-0.3% | $82,637+39.5% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.3%+23.3pp | 68.1%+29.6pp |
| Annual return | 16.76% | 18.37%-1.6pp | 111.10%-94.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,075 | $2,324+32.3% | $2,955+4.0% | $2,552+20.5% |
| Participant deferral / active EE | $2,148 | $3,955-45.7% | $4,889-56.1% | $4,126-47.9% |
| Admin fee / account holder | $447 | $10,328-95.7% | $12,841-96.5% | $7,339-93.9% |