Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,977 | $177,156-56.0% | $147,027-47.0% | $154,746-49.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 13.39% | 21.94%-8.6pp | 20.23%-6.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,864 | $4,336-10.9% | $3,626+6.6% | $4,379-11.8% |
| Participant deferral / active EE | $8,350 | $5,797+44.0% | $4,933+69.3% | $6,730+24.1% |
| Admin fee / account holder | $1,469 | $14,904-90.1% | $12,223-88.0% | $14,365-89.8% |