Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $53,910 | $85,171-36.7% | $172,753-68.8% | $72,976-26.1% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 21.15% | 27.32%-6.2pp | 803.00%-781.8pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,933 | $3,324-41.8% | $5,144-62.4% | $2,440-20.8% |
| Participant deferral / active EE | $3,637 | $3,260+11.6% | $5,198-30.0% | $3,608+0.8% |
| Admin fee / account holder | $6,923 | $5,880+17.7% | $13,956-50.4% | $5,124+35.1% |