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 | $72,594 | $148,623-51.2% | $135,974-46.6% | $139,466-47.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 19.22% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $8,192 | $5,246+56.1% | $4,859+68.6% | $4,754+72.3% |
| Participant deferral / active EE | $5,498 | $8,103-32.1% | $7,760-29.2% | $6,712-18.1% |
| Admin fee / account holder | $1,124 | $12,406-90.9% | $10,767-89.6% | $11,409-90.2% |