Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,553 | $201,344-73.4% | $184,243-70.9% | $145,877-63.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.01%-1.8pp | 28.82%-1.6pp | 551.28%-524.1pp |
| Employer contribution / active EE | $2,977 | $7,022-57.6% | $6,427-53.7% | $4,663-36.2% |
| Participant deferral / active EE | $13,609 | $9,807+38.8% | $9,132+49.0% | $6,691+103.4% |
| Admin fee / account holder | $395 | $16,382-97.6% | $13,914-97.2% | $13,402-97.1% |