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 | $188,366 | $157,296+19.8% | $141,191+33.4% | $152,897+23.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 18.25% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $4,111 | $5,262-21.9% | $4,736-13.2% | $4,764-13.7% |
| Participant deferral / active EE | $9,280 | $7,111+30.5% | $6,710+38.3% | $5,851+58.6% |
| Admin fee / account holder | $1,480 | $12,125-87.8% | $10,264-85.6% | $11,599-87.2% |