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 | $187,105 | $110,337+69.6% | $102,383+82.8% | $145,877+28.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 24.83%-6.9pp | 24.94%-7.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $32,139 | $4,216+662.3% | $3,870+730.4% | $4,663+589.2% |
| Participant deferral / active EE | $16,338 | $5,621+190.7% | $5,060+222.9% | $6,691+144.2% |
| Admin fee / account holder | $1,432 | $9,750-85.3% | $8,391-82.9% | $13,402-89.3% |