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 | $128,734 | $156,398-17.7% | $147,318-12.6% | $138,895-7.3% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.3pp | 79.9%+6.4pp |
| Annual return | 13.93% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,040 | $4,853-37.4% | $4,593-33.8% | $4,194-27.5% |
| Participant deferral / active EE | $6,689 | $8,237-18.8% | $7,906-15.4% | $6,396+4.6% |
| Admin fee / account holder | $523 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |