Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,789 | $58,275+45.5% | $81,844+3.6% | $80,935+4.8% |
| Participation rate | 81.7% | 63.5%+18.2pp | 72.4%+9.3pp | 67.7%+14.0pp |
| Annual return | 16.37% | 41.82%-25.4pp | 778.87%-762.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,471 | $2,346+5.3% | $2,916-15.3% | $2,757-10.4% |
| Participant deferral / active EE | $3,890 | $3,285+18.4% | $4,323-10.0% | $4,299-9.5% |
| Admin fee / account holder | $7,113 | $4,749+49.8% | $7,355-3.3% | $6,924+2.7% |