Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,246 | $198,457-73.7% | $170,435-69.3% | $147,586-64.6% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 21.37% | 257.30%-235.9pp | 205.94%-184.6pp | 578.59%-557.2pp |
| Employer contribution / active EE | $3,382 | $6,183-45.3% | $5,432-37.7% | $4,876-30.7% |
| Participant deferral / active EE | $5,805 | $5,629+3.1% | $4,939+17.5% | $5,439+6.7% |
| Admin fee / account holder | $1,198 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |