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 | $40,408 | $107,421-62.4% | $182,262-77.8% | $94,015-57.0% |
| Participation rate | 82.1% | 77.8%+4.3pp | 84.2%-2.1pp | 70.8%+11.3pp |
| Annual return | 25.27% | 21.32%+4.0pp | 140.60%-115.3pp | 17.84%+7.4pp |
| Employer contribution / active EE | $4,312 | $3,448+25.1% | $5,046-14.5% | $2,790+54.5% |
| Participant deferral / active EE | $4,201 | $6,558-35.9% | $8,276-49.2% | $4,249-1.1% |
| Admin fee / account holder | $1,138 | $8,692-86.9% | $16,712-93.2% | $8,951-87.3% |