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 | $174,587 | $198,457-12.0% | $170,435+2.4% | $147,586+18.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.21% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $4,452 | $6,183-28.0% | $5,432-18.1% | $4,876-8.7% |
| Participant deferral / active EE | $9,466 | $5,629+68.2% | $4,939+91.6% | $5,439+74.1% |
| Admin fee / account holder | $10,187 | $16,852-39.6% | $13,881-26.6% | $10,886-6.4% |