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 | $111,764 | $156,398-28.5% | $147,318-24.1% | $138,895-19.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 25.12% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $4,555 | $4,853-6.2% | $4,593-0.8% | $4,194+8.6% |
| Participant deferral / active EE | $5,823 | $8,237-29.3% | $7,906-26.4% | $6,396-9.0% |
| Admin fee / account holder | $6,523 | $14,976-56.4% | $13,708-52.4% | $12,562-48.1% |