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 | $59,856 | $98,766-39.4% | $149,730-60.0% | $79,852-25.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.70%-258.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,661 | $3,217-17.3% | $4,645-42.7% | $2,471+7.7% |
| Participant deferral / active EE | $5,364 | $5,681-5.6% | $6,843-21.6% | $3,740+43.4% |
| Admin fee / account holder | $872 | $6,052-85.6% | $9,310-90.6% | $5,306-83.6% |