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 | $128,522 | $176,120-27.0% | $159,487-19.4% | $167,553-23.3% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 20.08% | 331.95%-311.9pp | 263.71%-243.6pp | 478.89%-458.8pp |
| Employer contribution / active EE | $7,092 | $5,299+33.8% | $4,831+46.8% | $4,840+46.5% |
| Participant deferral / active EE | $12,098 | $7,752+56.1% | $7,354+64.5% | $6,343+90.7% |
| Admin fee / account holder | $21,133 | $12,561+68.2% | $10,804+95.6% | $12,316+71.6% |