Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $75,612 | $162,136-53.4% | $152,301-50.4% | $154,746-51.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.56% | 91.02%-74.5pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,176 | $4,890-35.1% | $4,624-31.3% | $4,379-27.5% |
| Participant deferral / active EE | $14,245 | $8,341+70.8% | $8,004+78.0% | $6,730+111.7% |
| Admin fee / account holder | $4,088 | $15,759-74.1% | $14,398-71.6% | $14,365-71.5% |