Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,946 | $202,460-91.6% | $169,385-90.0% | $139,456-87.8% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.2%+17.3pp | 80.3%+14.1pp |
| Annual return | 14.72% | 532.07%-517.4pp | 405.82%-391.1pp | 373.45%-358.7pp |
| Employer contribution / active EE | $1,520 | $4,691-67.6% | $4,012-62.1% | $4,753-68.0% |
| Participant deferral / active EE | $1,818 | $6,938-73.8% | $6,221-70.8% | $6,711-72.9% |
| Admin fee / account holder | $1,081 | $10,719-89.9% | $9,011-88.0% | $11,407-90.5% |