Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,549 | $112,131-43.3% | $95,964-33.8% | $158,982-60.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 19.31% | 171.19%-151.9pp | 91.64%-72.3pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,571 | $3,199-19.6% | $2,541+1.2% | $4,763-46.0% |
| Participant deferral / active EE | $4,457 | $4,784-6.8% | $4,167+7.0% | $5,983-25.5% |
| Admin fee / account holder | $1,518 | $10,136-85.0% | $6,797-77.7% | $11,252-86.5% |