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 | $81,003 | $107,421-24.6% | $182,262-55.6% | $94,015-13.8% |
| Participation rate | 84.4% | 77.8%+6.6pp | 84.2%+0.2pp | 70.8%+13.6pp |
| Annual return | 18.59% | 21.32%-2.7pp | 140.60%-122.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,692 | $6,558+108.8% | $8,276+65.4% | $4,249+222.2% |
| Admin fee / account holder | $13,104 | $8,692+50.8% | $16,712-21.6% | $8,951+46.4% |