Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,598 | $165,381-21.6% | $149,730-13.4% | $158,966-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.11% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.8pp |
| Employer contribution / active EE | $12,591 | $5,104+146.7% | $4,645+171.0% | $4,762+164.4% |
| Participant deferral / active EE | $11,489 | $7,182+60.0% | $6,843+67.9% | $5,983+92.0% |
| Admin fee / account holder | $1,965 | $10,809-81.8% | $9,310-78.9% | $11,250-82.5% |