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 | $80,879 | $65,364+23.7% | $92,909-12.9% | $72,975+10.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.85% | 42.11%-22.3pp | 109.44%-89.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $6,019 | $2,594+132.0% | $3,653+64.8% | $2,440+146.7% |
| Participant deferral / active EE | $11,883 | $3,128+279.8% | $4,238+180.4% | $3,608+229.4% |
| Admin fee / account holder | $5,447 | $4,251+28.1% | $5,795-6.0% | $5,124+6.3% |