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 | $92,840 | $217,432-57.3% | $185,851-50.0% | $167,553-44.6% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 17.32% | 148.43%-131.1pp | 122.11%-104.8pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,937 | $5,874-67.0% | $5,168-62.5% | $4,840-60.0% |
| Participant deferral / active EE | $3,218 | $6,357-49.4% | $5,569-42.2% | $6,343-49.3% |
| Admin fee / account holder | $1,108 | $19,820-94.4% | $16,245-93.2% | $12,316-91.0% |