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 | $36,952 | $72,071-48.7% | $68,368-46.0% | $137,256-73.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,424 | $2,788-13.0% | $2,649-8.5% | $4,156-41.7% |
| Participant deferral / active EE | $3,778 | $4,410-14.3% | $4,123-8.4% | $6,407-41.0% |
| Admin fee / account holder | $6,486 | $5,336+21.6% | $5,150+25.9% | $12,270-47.1% |