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 | $242,739 | $172,111+41.0% | $150,298+61.5% | $137,256+76.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $10,606 | $4,636+128.8% | $4,154+155.3% | $4,156+155.2% |
| Participant deferral / active EE | $10,311 | $6,166+67.2% | $5,453+89.1% | $6,407+60.9% |
| Admin fee / account holder | $1,305 | $16,471-92.1% | $14,116-90.8% | $12,270-89.4% |