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 | $117,131 | $85,171+37.5% | $172,752-32.2% | $72,975+60.5% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.97%-779.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,395 | $3,324-27.9% | $5,144-53.4% | $2,440-1.8% |
| Participant deferral / active EE | $4,301 | $3,260+31.9% | $5,198-17.3% | $3,608+19.2% |
| Admin fee / account holder | $9,617 | $5,880+63.5% | $13,955-31.1% | $5,124+87.7% |