Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $96,126 | $183,592-47.6% | $155,574-38.2% | $145,877-34.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.98% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $10,045 | $5,317+88.9% | $4,676+114.8% | $4,663+115.4% |
| Participant deferral / active EE | $4,870 | $6,466-24.7% | $5,629-13.5% | $6,691-27.2% |
| Admin fee / account holder | $2,362 | $19,316-87.8% | $15,914-85.2% | $13,402-82.4% |