Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,501 | $99,875+13.6% | $146,866-22.7% | $86,983+30.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.63% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $4,630 | $3,224+43.6% | $4,425+4.6% | $2,584+79.1% |
| Participant deferral / active EE | $10,530 | $6,322+66.6% | $7,759+35.7% | $4,194+151.1% |
| Admin fee / account holder | $1,049 | $7,838-86.6% | $13,620-92.3% | $7,856-86.6% |