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 | $189,548 | $93,346+103.1% | $71,796+164.0% | $273,972-30.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 7.53% | 130.39%-122.9pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,973 | $2,733+8.8% | $1,924+54.5% | $4,869-38.9% |
| Participant deferral / active EE | $8,804 | $3,475+153.4% | $2,794+215.1% | $5,287+66.5% |
| Admin fee / account holder | $6,637 | $6,571+1.0% | $4,815+37.8% | $10,133-34.5% |