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 | $122,084 | $162,136-24.7% | $152,301-19.8% | $154,746-21.1% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 22.22% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $5,150 | $4,890+5.3% | $4,624+11.4% | $4,379+17.6% |
| Participant deferral / active EE | $8,925 | $8,341+7.0% | $8,004+11.5% | $6,730+32.6% |
| Admin fee / account holder | $5,150 | $15,759-67.3% | $14,398-64.2% | $14,365-64.1% |