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 | $56,701 | $29,736+90.7% | $56,033+1.2% | $80,935-29.9% |
| Participation rate | 75.0% | 41.7%+33.3pp | 52.5%+22.5pp | 67.7%+7.3pp |
| Annual return | 13.87% | 35.28%-21.4pp | 1711.38%-1697.5pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,609 | $671+139.6% | $1,041+54.6% | $2,757-41.6% |
| Participant deferral / active EE | $3,757 | $1,228+205.9% | $1,954+92.3% | $4,299-12.6% |
| Admin fee / account holder | $5,235 | $2,434+115.1% | $2,827+85.2% | $6,924-24.4% |