Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,385 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 80.0%-2.7pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,248 | $4,804-11.6% | $4,554-6.7% | $4,156+2.2% |
| Participant deferral / active EE | $3,021 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $776 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |