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 | $176,359 | $166,131+6.2% | $164,975+6.9% | $145,877+20.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.10% | 100.37%-81.3pp | 70.12%-51.0pp | 551.28%-532.2pp |
| Employer contribution / active EE | $4,301 | $5,276-18.5% | $4,343-0.9% | $4,663-7.8% |
| Participant deferral / active EE | $9,037 | $6,962+29.8% | $6,033+49.8% | $6,691+35.1% |
| Admin fee / account holder | $33,097 | $16,648+98.8% | $12,688+160.9% | $13,402+147.0% |