Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,215 | $148,623-60.2% | $135,974-56.5% | $139,466-57.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 17.53% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,528 | $5,246-51.8% | $4,859-48.0% | $4,754-46.8% |
| Participant deferral / active EE | $9,451 | $8,103+16.6% | $7,760+21.8% | $6,712+40.8% |
| Admin fee / account holder | $302 | $12,406-97.6% | $10,767-97.2% | $11,409-97.4% |