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 | $79,348 | $209,336-62.1% | $197,124-59.7% | $137,256-42.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.02% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,136 | $6,591-67.6% | $6,227-65.7% | $4,156-48.6% |
| Participant deferral / active EE | $9,158 | $9,614-4.7% | $9,135+0.3% | $6,407+42.9% |
| Admin fee / account holder | $1,670 | $17,308-90.4% | $16,298-89.8% | $12,270-86.4% |