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 | $65,650 | $211,224-68.9% | $178,505-63.2% | $145,897-55.0% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 20.70% | 30.28%-9.6pp | 27.16%-6.5pp | 552.29%-531.6pp |
| Employer contribution / active EE | $3,392 | $4,577-25.9% | $3,955-14.2% | $4,663-27.3% |
| Participant deferral / active EE | $7,654 | $6,966+9.9% | $6,280+21.9% | $6,689+14.4% |
| Admin fee / account holder | $327 | $12,109-97.3% | $10,428-96.9% | $13,390-97.6% |