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 | $80,745 | $157,304-48.7% | $141,197-42.8% | $152,909-47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.72% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $5,862 | $5,263+11.4% | $4,736+23.8% | $4,764+23.0% |
| Participant deferral / active EE | $7,081 | $7,111-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $2,282 | $12,126-81.2% | $10,265-77.8% | $11,601-80.3% |