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 | $58,659 | $157,304-62.7% | $141,197-58.5% | $152,909-61.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.13% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $12,282 | $5,263+133.4% | $4,736+159.3% | $4,764+157.8% |
| Participant deferral / active EE | $8,203 | $7,111+15.4% | $6,710+22.2% | $5,851+40.2% |
| Admin fee / account holder | $339 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |