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 | $62,295 | $217,432-71.3% | $185,849-66.5% | $167,536-62.8% |
| Participation rate | 76.9% | 86.1%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 13.53% | 148.42%-134.9pp | 122.10%-108.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,561 | $5,875-73.4% | $5,169-69.8% | $4,839-67.7% |
| Participant deferral / active EE | $3,682 | $6,357-42.1% | $5,569-33.9% | $6,342-41.9% |
| Admin fee / account holder | $1,202 | $19,818-93.9% | $16,244-92.6% | $12,315-90.2% |