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 | $38,080 | $174,379-78.2% | $152,093-75.0% | $138,895-72.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 16.41% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,583 | $4,652-66.0% | $4,175-62.1% | $4,194-62.3% |
| Participant deferral / active EE | $5,729 | $6,159-7.0% | $5,451+5.1% | $6,396-10.4% |
| Admin fee / account holder | $861 | $16,880-94.9% | $14,497-94.1% | $12,562-93.1% |