Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,858 | $100,970-33.8% | $96,576-30.8% | $137,256-51.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 21.08% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $7,930 | $3,809+108.2% | $3,553+123.2% | $4,156+90.8% |
| Participant deferral / active EE | $10,294 | $8,286+24.2% | $7,956+29.4% | $6,407+60.7% |
| Admin fee / account holder | $591 | $11,312-94.8% | $11,381-94.8% | $12,270-95.2% |