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 | $68,752 | $72,273-4.9% | $101,275-32.1% | $79,856-13.9% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 15.29% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,849 | $2,691+43.0% | $3,660+5.2% | $2,471+55.7% |
| Participant deferral / active EE | $5,626 | $3,282+71.4% | $4,371+28.7% | $3,741+50.4% |
| Admin fee / account holder | $5,029 | $4,401+14.3% | $5,948-15.5% | $5,306-5.2% |