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 | $81,469 | $202,440-59.8% | $169,390-51.9% | $139,466-41.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 17.62% | 532.36%-514.7pp | 406.07%-388.4pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,484 | $4,693-68.4% | $4,013-63.0% | $4,754-68.8% |
| Participant deferral / active EE | $18,357 | $6,940+164.5% | $6,222+195.0% | $6,712+173.5% |
| Admin fee / account holder | $4,193 | $10,722-60.9% | $9,015-53.5% | $11,409-63.2% |