Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,226 | $52,519+28.0% | $155,789-56.8% | $59,633+12.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 9.91% | 53.51%-43.6pp | 71.54%-61.6pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $4,230 | $1,589+166.2% | $3,839+10.2% | $2,203+92.0% |
| Participant deferral / active EE | $6,340 | $3,084+105.5% | $4,798+32.1% | $3,192+98.6% |
| Admin fee / account holder | $1,473 | $3,540-58.4% | $7,477-80.3% | $4,297-65.7% |