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 | $51,722 | $105,145-50.8% | $94,664-45.4% | $139,466-62.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 19.28% | 38.09%-18.8pp | 156.84%-137.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,936 | $4,107-52.9% | $3,673-47.3% | $4,754-59.3% |
| Participant deferral / active EE | $5,765 | $7,599-24.1% | $7,417-22.3% | $6,712-14.1% |
| Admin fee / account holder | $343 | $8,972-96.2% | $7,222-95.3% | $11,409-97.0% |