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 | $90,871 | $175,259-48.2% | $149,723-39.3% | $139,487-34.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 20.67% | 166.82%-146.2pp | 134.50%-113.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,752 | $5,478-49.8% | $4,821-42.9% | $4,755-42.1% |
| Participant deferral / active EE | $5,817 | $6,522-10.8% | $5,682+2.4% | $6,713-13.3% |
| Admin fee / account holder | $1,790 | $16,158-88.9% | $13,215-86.5% | $11,407-84.3% |