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 | $213,202 | $183,516+16.2% | $155,534+37.1% | $145,884+46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,936 | $5,315-25.9% | $4,675-15.8% | $4,662-15.6% |
| Participant deferral / active EE | $10,584 | $6,467+63.7% | $5,630+88.0% | $6,690+58.2% |
| Admin fee / account holder | $502 | $19,293-97.4% | $15,900-96.8% | $13,392-96.3% |