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 | $130,050 | $98,766+31.7% | $149,730-13.1% | $79,852+62.9% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.5%-2.9pp | 69.6%+10.0pp |
| Annual return | 13.18% | 27.43%-14.3pp | 276.70%-263.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,563 | $3,217-51.4% | $4,645-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $8,270 | $5,681+45.6% | $6,843+20.9% | $3,740+121.1% |
| Admin fee / account holder | $5,197 | $6,052-14.1% | $9,310-44.2% | $5,306-2.1% |