Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,780 | $183,592-67.4% | $155,574-61.6% | $145,877-59.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.51% | 61.37%-33.9pp | 64.87%-37.4pp | 551.28%-523.8pp |
| Employer contribution / active EE | $12,758 | $5,317+140.0% | $4,676+172.9% | $4,663+173.6% |
| Participant deferral / active EE | $7,564 | $6,466+17.0% | $5,629+34.4% | $6,691+13.0% |
| Admin fee / account holder | $5,658 | $19,316-70.7% | $15,914-64.4% | $13,402-57.8% |