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 | $60,685 | $148,582-59.2% | $135,942-55.4% | $139,456-56.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 18.23% | 79.26%-61.0pp | 68.28%-50.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $2,035 | $5,245-61.2% | $4,858-58.1% | $4,753-57.2% |
| Participant deferral / active EE | $4,764 | $8,101-41.2% | $7,759-38.6% | $6,711-29.0% |
| Admin fee / account holder | $801 | $12,402-93.5% | $10,764-92.6% | $11,407-93.0% |