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 | $101,404 | $175,259-42.1% | $149,723-32.3% | $139,487-27.3% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 13.84% | 166.82%-153.0pp | 134.50%-120.7pp | 373.84%-360.0pp |
| Employer contribution / active EE | $9,978 | $5,478+82.1% | $4,821+107.0% | $4,755+109.9% |
| Participant deferral / active EE | $5,787 | $6,522-11.3% | $5,682+1.8% | $6,713-13.8% |
| Admin fee / account holder | $1,078 | $16,158-93.3% | $13,215-91.8% | $11,407-90.5% |