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 | $105,490 | $223,823-52.9% | $211,142-50.0% | $154,746-31.8% |
| Participation rate | 82.4% | 87.9%-5.5pp | 87.3%-4.9pp | 80.7%+1.7pp |
| Annual return | 20.67% | 50.39%-29.7pp | 46.84%-26.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $25,663 | $6,787+278.1% | $6,442+298.4% | $4,379+486.0% |
| Participant deferral / active EE | $15,062 | $9,750+54.5% | $9,284+62.2% | $6,730+123.8% |
| Admin fee / account holder | $1,452 | $19,707-92.6% | $19,076-92.4% | $14,365-89.9% |