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 | $212,055 | $110,410+92.1% | $102,437+107.0% | $145,897+45.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.28% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $5,326 | $4,217+26.3% | $3,871+37.6% | $4,663+14.2% |
| Participant deferral / active EE | $13,437 | $5,622+139.0% | $5,060+165.5% | $6,689+100.9% |
| Admin fee / account holder | $7,844 | $9,745-19.5% | $8,388-6.5% | $13,390-41.4% |