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 | $44,892 | $70,366-36.2% | $66,674-32.7% | $138,895-67.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 15.86% | 386.41%-370.5pp | 321.24%-305.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,081 | $2,765-24.7% | $2,620-20.6% | $4,194-50.4% |
| Participant deferral / active EE | $3,900 | $4,374-10.8% | $4,084-4.5% | $6,396-39.0% |
| Admin fee / account holder | $5,479 | $5,262+4.1% | $5,098+7.5% | $12,562-56.4% |