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 | $127,317 | $160,040-20.4% | $147,096-13.4% | $145,877-12.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.83% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,135 | $5,289-21.8% | $4,936-16.2% | $4,663-11.3% |
| Participant deferral / active EE | $7,080 | $8,429-16.0% | $8,071-12.3% | $6,691+5.8% |
| Admin fee / account holder | $987 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |