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 | $55,205 | $148,582-62.8% | $135,942-59.4% | $139,456-60.4% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 22.64% | 79.26%-56.6pp | 68.28%-45.6pp | 373.45%-350.8pp |
| Employer contribution / active EE | $3,919 | $5,245-25.3% | $4,858-19.3% | $4,753-17.5% |
| Participant deferral / active EE | $10,027 | $8,101+23.8% | $7,759+29.2% | $6,711+49.4% |
| Admin fee / account holder | $416 | $12,402-96.6% | $10,764-96.1% | $11,407-96.4% |