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 | $196,029 | $225,673-13.1% | $203,872-3.8% | $155,188+26.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.27% | 95.91%-80.6pp | 85.11%-69.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,998 | $4,099-26.8% | $3,757-20.2% | $4,248-29.4% |
| Participant deferral / active EE | $9,338 | $6,893+35.5% | $6,388+46.2% | $6,531+43.0% |
| Admin fee / account holder | $3,127 | $12,327-74.6% | $11,730-73.3% | $14,480-78.4% |