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 | $179,999 | $172,111+4.6% | $150,298+19.8% | $137,256+31.1% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,714 | $4,636-41.5% | $4,154-34.7% | $4,156-34.7% |
| Participant deferral / active EE | $5,607 | $6,166-9.1% | $5,453+2.8% | $6,407-12.5% |
| Admin fee / account holder | $4,566 | $16,471-72.3% | $14,116-67.7% | $12,270-62.8% |