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 | $136,470 | $112,933+20.8% | $90,970+50.0% | $158,982-14.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.34% | 215.82%-197.5pp | 134.60%-116.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $7,609 | $2,893+163.0% | $2,122+258.6% | $4,763+59.8% |
| Participant deferral / active EE | $2,181 | $4,128-47.2% | $3,373-35.3% | $5,983-63.5% |
| Admin fee / account holder | $8,228 | $8,047+2.3% | $5,961+38.0% | $11,252-26.9% |