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 | $196,181 | $165,399+18.6% | $149,745+31.0% | $158,982+23.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 20.80% | 348.34%-327.5pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $2,649 | $5,105-48.1% | $4,646-43.0% | $4,763-44.4% |
| Participant deferral / active EE | $6,707 | $7,183-6.6% | $6,843-2.0% | $5,983+12.1% |
| Admin fee / account holder | $12,312 | $10,811+13.9% | $9,312+32.2% | $11,252+9.4% |