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 | $37,520 | $176,105-78.7% | $159,474-76.5% | $167,536-77.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 23.18% | 331.91%-308.7pp | 263.68%-240.5pp | 478.82%-455.6pp |
| Employer contribution / active EE | $4,608 | $5,299-13.0% | $4,831-4.6% | $4,839-4.8% |
| Participant deferral / active EE | $16,785 | $7,751+116.5% | $7,353+128.3% | $6,342+164.7% |
| Admin fee / account holder | $4,786 | $12,559-61.9% | $10,802-55.7% | $12,315-61.1% |