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 | $46,805 | $165,361-71.7% | $149,715-68.7% | $158,950-70.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.23% | 348.24%-335.0pp | 276.66%-263.4pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,665 | $5,103-47.8% | $4,645-42.6% | $4,762-44.0% |
| Participant deferral / active EE | $6,118 | $7,182-14.8% | $6,842-10.6% | $5,983+2.3% |
| Admin fee / account holder | $1,364 | $10,808-87.4% | $9,310-85.3% | $11,248-87.9% |