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 | $139,954 | $72,071+94.2% | $68,368+104.7% | $137,256+2.0% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 13.78% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,637 | $2,788+102.2% | $2,649+112.8% | $4,156+35.6% |
| Participant deferral / active EE | $6,249 | $4,410+41.7% | $4,123+51.6% | $6,407-2.5% |
| Admin fee / account holder | $18,944 | $5,336+255.1% | $5,150+267.9% | $12,270+54.4% |