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 | $205,501 | $178,174+15.3% | $156,181+31.6% | $137,256+49.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.71% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,207 | $4,972-35.5% | $4,294-25.3% | $4,156-22.8% |
| Participant deferral / active EE | $6,413 | $6,888-6.9% | $6,132+4.6% | $6,407+0.1% |
| Admin fee / account holder | $450 | $17,404-97.4% | $14,586-96.9% | $12,270-96.3% |