Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,297 | $165,361-40.0% | $149,715-33.7% | $158,950-37.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.22% | 348.24%-336.0pp | 276.66%-264.4pp | 302.91%-290.7pp |
| Employer contribution / active EE | $3,425 | $5,103-32.9% | $4,645-26.3% | $4,762-28.1% |
| Participant deferral / active EE | $16,176 | $7,182+125.2% | $6,842+136.4% | $5,983+170.4% |
| Admin fee / account holder | $3,353 | $10,808-69.0% | $9,310-64.0% | $11,248-70.2% |