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 | $41,389 | $124,330-66.7% | $109,173-62.1% | $167,536-75.3% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 21.02% | 26.04%-5.0pp | 25.75%-4.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $3,774 | $4,209-10.3% | $3,723+1.4% | $4,839-22.0% |
| Participant deferral / active EE | $8,550 | $5,256+62.7% | $4,654+83.7% | $6,342+34.8% |
| Admin fee / account holder | $3,427 | $7,974-57.0% | $6,755-49.3% | $12,315-72.2% |