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 | $72,188 | $105,200-31.4% | $159,474-54.7% | $85,847-15.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.23% | 45.08%-30.8pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $2,152 | $3,319-35.1% | $4,831-55.4% | $2,565-16.1% |
| Participant deferral / active EE | $5,062 | $5,946-14.9% | $7,353-31.2% | $3,952+28.1% |
| Admin fee / account holder | $2,510 | $6,934-63.8% | $10,802-76.8% | $6,261-59.9% |