Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,813 | $107,368-45.2% | $92,915-36.7% | $152,909-61.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 23.62% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,877 | $4,222-55.5% | $3,653-48.6% | $4,764-60.6% |
| Participant deferral / active EE | $2,503 | $4,848-48.4% | $4,238-40.9% | $5,851-57.2% |
| Admin fee / account holder | $586 | $7,082-91.7% | $5,796-89.9% | $11,601-94.9% |