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 | $65,042 | $154,228-57.8% | $145,433-55.3% | $137,256-52.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.06% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,318 | $4,804-30.9% | $4,554-27.1% | $4,156-20.2% |
| Participant deferral / active EE | $10,971 | $8,216+33.5% | $7,897+38.9% | $6,407+71.2% |
| Admin fee / account holder | $1,450 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |