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 | $144,307 | $154,228-6.4% | $145,433-0.8% | $137,256+5.1% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 15.35% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,407 | $4,804-8.3% | $4,554-3.2% | $4,156+6.0% |
| Participant deferral / active EE | $9,477 | $8,216+15.3% | $7,897+20.0% | $6,407+47.9% |
| Admin fee / account holder | $1,209 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |