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 | $132,057 | $108,911+21.3% | $100,392+31.5% | $145,884-9.5% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 17.65% | 58.23%-40.6pp | 49.45%-31.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $4,285 | $4,420-3.1% | $3,941+8.7% | $4,662-8.1% |
| Participant deferral / active EE | $12,636 | $8,459+49.4% | $8,090+56.2% | $6,690+88.9% |
| Admin fee / account holder | $3,226 | $9,698-66.7% | $7,904-59.2% | $13,392-75.9% |