Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $192,638 | $129,737+48.5% | $119,126+61.7% | $154,746+24.5% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 12.29% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $12,353 | $4,375+182.4% | $4,034+206.3% | $4,379+182.1% |
| Participant deferral / active EE | $8,266 | $5,842+41.5% | $5,318+55.4% | $6,730+22.8% |
| Admin fee / account holder | $2,593 | $11,961-78.3% | $10,693-75.8% | $14,365-81.9% |