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 | $62,100 | $85,766-27.6% | $136,297-54.4% | $70,124-11.4% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5156.19%-5140.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $5,237 | $2,966+76.6% | $4,696+11.5% | $2,342+123.6% |
| Participant deferral / active EE | $5,833 | $5,051+15.5% | $6,247-6.6% | $3,332+75.1% |
| Admin fee / account holder | $1,752 | $5,420-67.7% | $9,244-81.1% | $4,645-62.3% |