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 | $99,688 | $132,099-24.5% | $115,599-13.8% | $138,895-28.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 20.49% | 176.76%-156.3pp | 111.10%-90.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $5,150 | $3,416+50.8% | $2,955+74.3% | $4,194+22.8% |
| Participant deferral / active EE | $9,933 | $5,617+76.8% | $4,889+103.2% | $6,396+55.3% |
| Admin fee / account holder | $1,571 | $15,650-90.0% | $12,841-87.8% | $12,562-87.5% |