Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,609 | $111,814-63.7% | $103,378-60.7% | $145,978-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.31% | 24.80%-0.5pp | 24.91%-0.6pp | 550.52%-526.2pp |
| Employer contribution / active EE | $6,354 | $4,215+50.7% | $3,870+64.2% | $4,662+36.3% |
| Participant deferral / active EE | $1,954 | $5,618-65.2% | $5,058-61.4% | $6,690-70.8% |
| Admin fee / account holder | $543 | $9,764-94.4% | $8,401-93.5% | $13,400-96.0% |