Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $130,582 | $108,911+19.9% | $100,392+30.1% | $145,884-10.5% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 14.06% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,796 | $4,420-59.4% | $3,941-54.4% | $4,662-61.5% |
| Participant deferral / active EE | $7,378 | $8,459-12.8% | $8,090-8.8% | $6,690+10.3% |
| Admin fee / account holder | $2,056 | $9,698-78.8% | $7,904-74.0% | $13,392-84.6% |