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 | $214,801 | $165,399+29.9% | $149,745+43.4% | $158,982+35.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.17% | 348.34%-332.2pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $16,231 | $5,105+218.0% | $4,646+249.4% | $4,763+240.8% |
| Participant deferral / active EE | $12,137 | $7,183+69.0% | $6,843+77.4% | $5,983+102.8% |
| Admin fee / account holder | $2,900 | $10,811-73.2% | $9,312-68.9% | $11,252-74.2% |