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 | $57,522 | $58,275-1.3% | $81,844-29.7% | $80,935-28.9% |
| Participation rate | 94.6% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 12.26% | 41.82%-29.6pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,192 | $2,346-6.6% | $2,916-24.9% | $2,757-20.5% |
| Participant deferral / active EE | $3,487 | $3,285+6.1% | $4,323-19.3% | $4,299-18.9% |
| Admin fee / account holder | $938 | $4,749-80.2% | $7,355-87.2% | $6,924-86.4% |