Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $95,118 | $106,749-10.9% | $145,433-34.6% | $82,448+15.4% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 23.50% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $7,725 | $3,444+124.3% | $4,554+69.6% | $2,551+202.8% |
| Participant deferral / active EE | $16,760 | $6,519+157.1% | $7,897+112.2% | $4,139+304.9% |
| Admin fee / account holder | $4,909 | $8,390-41.5% | $13,129-62.6% | $7,234-32.1% |