Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,044 | $154,228-59.8% | $145,433-57.3% | $137,256-54.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 23.68% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $9,967 | $4,804+107.5% | $4,554+118.8% | $4,156+139.8% |
| Participant deferral / active EE | $12,119 | $8,216+47.5% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $12,818 | $14,344-10.6% | $13,129-2.4% | $12,270+4.5% |