Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,855 | $110,379-60.3% | $102,412-57.2% | $145,884-69.9% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 13.94% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,189 | $4,216-48.1% | $3,870-43.4% | $4,662-53.1% |
| Participant deferral / active EE | $4,951 | $5,622-11.9% | $5,060-2.2% | $6,690-26.0% |
| Admin fee / account holder | $321 | $9,745-96.7% | $8,388-96.2% | $13,392-97.6% |