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 | $62,085 | $107,941-42.5% | $91,994-32.5% | $152,897-59.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 23.07% | 89.28%-66.2pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,157 | $4,212-25.0% | $3,453-8.6% | $4,764-33.7% |
| Participant deferral / active EE | $5,611 | $6,366-11.9% | $5,924-5.3% | $5,851-4.1% |
| Admin fee / account holder | $6,356 | $10,521-39.6% | $7,744-17.9% | $11,599-45.2% |