Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,558 | $105,210-24.4% | $159,487-50.1% | $85,851-7.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 15.22% | 45.08%-29.9pp | 263.71%-248.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $2,922 | $3,319-12.0% | $4,831-39.5% | $2,565+13.9% |
| Participant deferral / active EE | $6,529 | $5,946+9.8% | $7,354-11.2% | $3,952+65.2% |
| Admin fee / account holder | $7,440 | $6,934+7.3% | $10,804-31.1% | $6,261+18.8% |