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 | $97,860 | $78,690+24.4% | $161,489-39.4% | $87,485+11.9% |
| Participation rate | 89.5% | 67.5%+22.0pp | 78.7%+10.8pp | 68.9%+20.5pp |
| Annual return | 18.45% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $9,384 | $2,588+262.6% | $4,268+119.9% | $2,596+261.5% |
| Participant deferral / active EE | $2,013 | $3,311-39.2% | $5,630-64.2% | $4,274-52.9% |
| Admin fee / account holder | $8,431 | $6,724+25.4% | $16,006-47.3% | $7,775+8.4% |