Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,687 | $100,147-39.4% | $81,286-25.3% | $145,877-58.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 15.23% | 34.44%-19.2pp | 24.80%-9.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,632 | $2,977-45.2% | $2,463-33.7% | $4,663-65.0% |
| Participant deferral / active EE | $5,422 | $4,607+17.7% | $3,883+39.6% | $6,691-19.0% |
| Admin fee / account holder | $1,840 | $8,201-77.6% | $5,764-68.1% | $13,402-86.3% |