Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,839 | $102,938-44.8% | $94,105-39.6% | $138,895-59.1% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 18.46% | 250.28%-231.8pp | 204.55%-186.1pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,918 | $2,732-29.8% | $2,504-23.4% | $4,194-54.3% |
| Participant deferral / active EE | $10,598 | $4,196+152.6% | $3,881+173.1% | $6,396+65.7% |
| Admin fee / account holder | $912 | $6,600-86.2% | $6,199-85.3% | $12,562-92.7% |