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 | $100,061 | $89,370+12.0% | $141,197-29.1% | $72,976+37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.76% | 111.88%-88.1pp | 71.41%-47.6pp | 81.02%-57.3pp |
| Employer contribution / active EE | $8,493 | $3,115+172.7% | $4,736+79.3% | $2,440+248.1% |
| Participant deferral / active EE | $13,475 | $5,419+148.7% | $6,710+100.8% | $3,608+273.5% |
| Admin fee / account holder | $2,627 | $5,957-55.9% | $10,265-74.4% | $5,124-48.7% |