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 | $81,627 | $148,623-45.1% | $135,974-40.0% | $139,466-41.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.63% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,671 | $5,246-68.2% | $4,859-65.6% | $4,754-64.9% |
| Participant deferral / active EE | $11,966 | $8,103+47.7% | $7,760+54.2% | $6,712+78.3% |
| Admin fee / account holder | $2,932 | $12,406-76.4% | $10,767-72.8% | $11,409-74.3% |