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 | $235,470 | $166,131+41.7% | $164,975+42.7% | $145,877+61.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.00% | 100.37%-90.4pp | 70.12%-60.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $19,465 | $5,276+269.0% | $4,343+348.2% | $4,663+317.4% |
| Participant deferral / active EE | $8,858 | $6,962+27.2% | $6,033+46.8% | $6,691+32.4% |
| Admin fee / account holder | $3,273 | $16,648-80.3% | $12,688-74.2% | $13,402-75.6% |