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 | $236,462 | $217,432+8.8% | $185,849+27.2% | $167,536+41.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.78% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $9,393 | $5,875+59.9% | $5,169+81.7% | $4,839+94.1% |
| Participant deferral / active EE | $7,757 | $6,357+22.0% | $5,569+39.3% | $6,342+22.3% |
| Admin fee / account holder | $1,170 | $19,818-94.1% | $16,244-92.8% | $12,315-90.5% |