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 | $30,168 | $152,587-80.2% | $125,175-75.9% | $152,870-80.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 25.90% | 54.84%-28.9pp | 43.79%-17.9pp | 345.34%-319.4pp |
| Employer contribution / active EE | $2,713 | $4,946-45.2% | $3,865-29.8% | $4,763-43.0% |
| Participant deferral / active EE | $6,538 | $5,868+11.4% | $4,937+32.4% | $5,850+11.7% |
| Admin fee / account holder | $1,404 | $13,434-89.5% | $9,702-85.5% | $11,597-87.9% |