Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,309 | $162,812-81.4% | $133,971-77.4% | $158,966-80.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.47% | 41.94%-28.5pp | 45.09%-31.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,778 | $4,976-64.3% | $3,919-54.6% | $4,762-62.7% |
| Participant deferral / active EE | $3,890 | $5,910-34.2% | $5,047-22.9% | $5,983-35.0% |
| Admin fee / account holder | $385 | $11,741-96.7% | $8,929-95.7% | $11,250-96.6% |