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 | $223,018 | $185,312+20.3% | $161,489+38.1% | $154,746+44.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.71% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,904 | $4,769-39.1% | $4,268-32.0% | $4,379-33.7% |
| Participant deferral / active EE | $22,079 | $6,350+247.7% | $5,630+292.2% | $6,730+228.1% |
| Admin fee / account holder | $1,416 | $18,654-92.4% | $16,006-91.2% | $14,365-90.1% |