Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,075 | $148,623-78.4% | $135,974-76.4% | $139,466-77.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.07% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,105 | $5,246-21.8% | $4,859-15.5% | $4,754-13.7% |
| Participant deferral / active EE | $8,483 | $8,103+4.7% | $7,760+9.3% | $6,712+26.4% |
| Admin fee / account holder | $849 | $12,406-93.2% | $10,767-92.1% | $11,409-92.6% |