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 | $63,570 | $226,105-71.9% | $182,540-65.2% | $152,897-58.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.91% | 192.58%-174.7pp | 148.58%-130.7pp | 345.43%-327.5pp |
| Employer contribution / active EE | $11,723 | $4,978+135.5% | $4,076+187.6% | $4,764+146.1% |
| Participant deferral / active EE | $5,384 | $6,370-15.5% | $5,525-2.6% | $5,851-8.0% |
| Admin fee / account holder | $771 | $10,706-92.8% | $8,593-91.0% | $11,599-93.3% |