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 | $184,467 | $113,338+62.8% | $94,993+94.2% | $147,586+25.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.58% | 20.80%-3.2pp | 27.14%-9.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,299 | $3,160-27.3% | $2,603-11.7% | $4,876-52.9% |
| Participant deferral / active EE | $5,069 | $3,777+34.2% | $3,317+52.8% | $5,439-6.8% |
| Admin fee / account holder | $2,263 | $6,063-62.7% | $4,960-54.4% | $10,886-79.2% |