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 | $78,362 | $160,028-51.0% | $147,080-46.7% | $145,884-46.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $5,661 | $5,286+7.1% | $4,933+14.8% | $4,662+21.4% |
| Participant deferral / active EE | $4,385 | $8,422-47.9% | $8,066-45.6% | $6,690-34.5% |
| Admin fee / account holder | $940 | $15,030-93.7% | $12,989-92.8% | $13,392-93.0% |