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 | $54,139 | $183,592-70.5% | $155,567-65.2% | $145,959-62.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.82% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $11,066 | $5,315+108.2% | $4,674+136.7% | $4,661+137.4% |
| Participant deferral / active EE | $4,183 | $6,464-35.3% | $5,628-25.7% | $6,689-37.5% |
| Admin fee / account holder | $4,343 | $19,318-77.5% | $15,916-72.7% | $13,398-67.6% |