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 | $81,100 | $174,379-53.5% | $152,093-46.7% | $138,895-41.6% |
| Participation rate | 77.3% | 81.6%-4.4pp | 77.8%-0.5pp | 79.9%-2.6pp |
| Annual return | 19.69% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $5,132 | $4,652+10.3% | $4,175+22.9% | $4,194+22.4% |
| Participant deferral / active EE | $2,683 | $6,159-56.4% | $5,451-50.8% | $6,396-58.0% |
| Admin fee / account holder | $1,914 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |