Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,147 | $183,592-68.9% | $155,567-63.3% | $145,959-60.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.69% | 61.24%-43.5pp | 64.74%-47.0pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,771 | $5,315-29.0% | $4,674-19.3% | $4,661-19.1% |
| Participant deferral / active EE | $8,094 | $6,464+25.2% | $5,628+43.8% | $6,689+21.0% |
| Admin fee / account holder | $4,075 | $19,318-78.9% | $15,916-74.4% | $13,398-69.6% |