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 | $100,474 | $107,368-6.4% | $92,915+8.1% | $152,909-34.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 18.31% | 145.64%-127.3pp | 109.45%-91.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $13,672 | $4,222+223.8% | $3,653+274.2% | $4,764+187.0% |
| Participant deferral / active EE | $2,856 | $4,848-41.1% | $4,238-32.6% | $5,851-51.2% |
| Admin fee / account holder | $892 | $7,082-87.4% | $5,796-84.6% | $11,601-92.3% |