Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $114,161 | $129,737-12.0% | $119,126-4.2% | $154,746-26.2% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 15.26% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,691 | $5,842+48.8% | $5,318+63.4% | $6,730+29.1% |
| Admin fee / account holder | $3,001 | $11,961-74.9% | $10,693-71.9% | $14,365-79.1% |