Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,853 | $70,366-14.9% | $66,674-10.2% | $138,895-56.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 20.13% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $4,491 | $2,765+62.4% | $2,620+71.4% | $4,194+7.1% |
| Participant deferral / active EE | $5,218 | $4,374+19.3% | $4,084+27.8% | $6,396-18.4% |
| Admin fee / account holder | $3,056 | $5,262-41.9% | $5,098-40.1% | $12,562-75.7% |