Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,518 | $166,268-62.4% | $165,100-62.1% | $145,897-57.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 14.10% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $4,174 | $5,284-21.0% | $4,348-4.0% | $4,663-10.5% |
| Participant deferral / active EE | $9,490 | $6,964+36.3% | $6,035+57.2% | $6,689+41.9% |
| Admin fee / account holder | $4,354 | $16,659-73.9% | $12,696-65.7% | $13,390-67.5% |