Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,910 | $118,708-63.0% | $98,920-55.6% | $158,966-72.4% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 11.74% | 372.49%-360.8pp | 196.47%-184.7pp | 302.95%-291.2pp |
| Employer contribution / active EE | $2,791 | $3,334-16.3% | $2,689+3.8% | $4,762-41.4% |
| Participant deferral / active EE | $7,211 | $5,089+41.7% | $4,245+69.9% | $5,983+20.5% |
| Admin fee / account holder | $5,805 | $10,134-42.7% | $6,643-12.6% | $11,250-48.4% |