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 | $98,323 | $61,125+60.9% | $94,057+4.5% | $87,485+12.4% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.3%+15.9pp | 68.9%+20.4pp |
| Annual return | 14.30% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,836 | $2,136-14.1% | $2,933-37.4% | $2,596-29.3% |
| Participant deferral / active EE | $3,809 | $3,260+16.8% | $4,709-19.1% | $4,274-10.9% |
| Admin fee / account holder | $5,785 | $5,629+2.8% | $7,244-20.2% | $7,775-25.6% |