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 | $54,270 | $209,422-74.1% | $178,503-69.6% | $158,982-65.9% |
| Participation rate | 86.4% | 86.4%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 15.18% | 188.81%-173.6pp | 151.12%-135.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $5,314 | $5,707-6.9% | $5,011+6.0% | $4,763+11.6% |
| Participant deferral / active EE | $3,827 | $5,955-35.7% | $5,202-26.4% | $5,983-36.0% |
| Admin fee / account holder | $828 | $17,079-95.2% | $13,987-94.1% | $11,252-92.6% |