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 | $34,718 | $156,398-77.8% | $147,318-76.4% | $138,895-75.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 17.27% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,648 | $4,853-24.8% | $4,593-20.6% | $4,194-13.0% |
| Participant deferral / active EE | $5,528 | $8,237-32.9% | $7,906-30.1% | $6,396-13.6% |
| Admin fee / account holder | $6,551 | $14,976-56.3% | $13,708-52.2% | $12,562-47.9% |