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 | $82,892 | $53,128+56.0% | $86,582-4.3% | $70,126+18.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.93% | 27.66%-7.7pp | 965.08%-945.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $4,154 | $2,068+100.9% | $2,839+46.3% | $2,343+77.3% |
| Participant deferral / active EE | $9,193 | $2,695+241.1% | $3,609+154.8% | $3,332+175.9% |
| Admin fee / account holder | $1,856 | $3,584-48.2% | $4,904-62.2% | $4,645-60.1% |