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 | $87,585 | $70,366+24.5% | $66,674+31.4% | $138,895-36.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 13.51% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,159 | $2,765-58.1% | $2,620-55.8% | $4,194-72.4% |
| Participant deferral / active EE | $2,453 | $4,374-43.9% | $4,084-39.9% | $6,396-61.7% |
| Admin fee / account holder | $511 | $5,262-90.3% | $5,098-90.0% | $12,562-95.9% |