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 | $124,019 | $124,425-0.3% | $112,040+10.7% | $137,256-9.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 12.15% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,214 | $3,411-5.8% | $2,954+8.8% | $4,156-22.7% |
| Participant deferral / active EE | $11,193 | $5,718+95.7% | $5,098+119.6% | $6,407+74.7% |
| Admin fee / account holder | $952 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |