Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,360 | $156,398-48.6% | $147,318-45.5% | $138,895-42.1% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 18.67% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,600 | $4,853-46.4% | $4,593-43.4% | $4,194-38.0% |
| Participant deferral / active EE | $7,257 | $8,237-11.9% | $7,906-8.2% | $6,396+13.5% |
| Admin fee / account holder | $5,221 | $14,976-65.1% | $13,708-61.9% | $12,562-58.4% |