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 | $58,633 | $76,112-23.0% | $96,534-39.3% | $71,511-18.0% |
| Participation rate | 74.6% | 74.4%+0.2pp | 76.0%-1.4pp | 67.9%+6.7pp |
| Annual return | 107.98% | 22.81%+85.2pp | 25.88%+82.1pp | 28.86%+79.1pp |
| Employer contribution / active EE | $1,917 | $2,248-14.7% | $2,965-35.3% | $2,589-25.9% |
| Participant deferral / active EE | $9,550 | $4,217+126.5% | $4,851+96.9% | $4,291+122.6% |
| Admin fee / account holder | $725 | $2,708-73.2% | $8,253-91.2% | $1,588-54.4% |