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 | $202,526 | $183,539+10.3% | $155,556+30.2% | $145,897+38.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.06% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,585 | $5,315-32.6% | $4,675-23.3% | $4,663-23.1% |
| Participant deferral / active EE | $6,385 | $6,467-1.3% | $5,631+13.4% | $6,689-4.5% |
| Admin fee / account holder | $23,678 | $19,275+22.8% | $15,885+49.1% | $13,390+76.8% |