Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,449 | $183,592-84.0% | $155,567-81.1% | $145,959-79.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 14.32% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,911 | $5,315-45.2% | $4,674-37.7% | $4,661-37.6% |
| Participant deferral / active EE | $5,630 | $6,464-12.9% | $5,6280% | $6,689-15.8% |
| Admin fee / account holder | $3,136 | $19,318-83.8% | $15,916-80.3% | $13,398-76.6% |