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 | $163,188 | $108,922+49.8% | $100,398+62.5% | $145,978+11.8% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.61% | 58.04%-42.4pp | 49.32%-33.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $4,249 | $4,426-4.0% | $3,946+7.7% | $4,662-8.9% |
| Participant deferral / active EE | $13,912 | $8,450+64.6% | $8,084+72.1% | $6,690+108.0% |
| Admin fee / account holder | $4,177 | $9,680-56.8% | $7,893-47.1% | $13,400-68.8% |