Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,796 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 27.13% | 98.49%-71.4pp | 419.75%-392.6pp | 551.28%-524.2pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,936-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $7,945 | $8,429-5.7% | $8,071-1.6% | $6,691+18.8% |
| Admin fee / account holder | $751 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |