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 | $154,718 | $183,539-15.7% | $155,556-0.5% | $145,897+6.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 24.39% | 61.31%-36.9pp | 64.84%-40.4pp | 552.29%-527.9pp |
| Employer contribution / active EE | $13,363 | $5,315+151.4% | $4,675+185.8% | $4,663+186.6% |
| Participant deferral / active EE | $5,256 | $6,467-18.7% | $5,631-6.7% | $6,689-21.4% |
| Admin fee / account holder | $1,976 | $19,275-89.7% | $15,885-87.6% | $13,390-85.2% |