Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,380 | $114,119-13.8% | $107,187-8.2% | $138,895-29.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 17.29% | 273.21%-255.9pp | 204.55%-187.3pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,295 | $4,059-43.5% | $3,782-39.3% | $4,194-45.3% |
| Participant deferral / active EE | $1,651 | $5,538-70.2% | $5,096-67.6% | $6,396-74.2% |
| Admin fee / account holder | $8,069 | $10,024-19.5% | $9,162-11.9% | $12,562-35.8% |