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 | $75,301 | $88,672-15.1% | $105,223-28.4% | $82,448-8.7% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 19.65% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,626 | $3,048-13.8% | $3,689-28.8% | $2,551+3.0% |
| Participant deferral / active EE | $6,724 | $4,036+66.6% | $5,072+32.6% | $4,139+62.4% |
| Admin fee / account holder | $406 | $7,146-94.3% | $8,859-95.4% | $7,234-94.4% |