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 | $205,170 | $72,071+184.7% | $68,368+200.1% | $137,256+49.5% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 13.34% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,508 | $2,788-10.1% | $2,649-5.3% | $4,156-39.7% |
| Participant deferral / active EE | $4,689 | $4,410+6.3% | $4,123+13.7% | $6,407-26.8% |
| Admin fee / account holder | $4,915 | $5,336-7.9% | $5,150-4.6% | $12,270-59.9% |