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 | $126,272 | $172,111-26.6% | $150,298-16.0% | $137,256-8.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,975 | $4,636-14.3% | $4,154-4.3% | $4,156-4.3% |
| Participant deferral / active EE | $8,464 | $6,166+37.3% | $5,453+55.2% | $6,407+32.1% |
| Admin fee / account holder | $1,677 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |