Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,883 | $211,105-9.6% | $178,449+7.0% | $145,978+30.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.81% | 30.19%-22.4pp | 27.09%-19.3pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,048 | $4,569-77.1% | $3,951-73.5% | $4,662-77.5% |
| Participant deferral / active EE | $24,000 | $6,959+244.9% | $6,277+282.4% | $6,690+258.8% |
| Admin fee / account holder | $2,525 | $12,017-79.0% | $10,362-75.6% | $13,400-81.2% |