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 | $222,083 | $85,766+158.9% | $136,298+62.9% | $70,126+216.7% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 16.59% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,531 | $2,966-48.4% | $4,696-67.4% | $2,343-34.6% |
| Participant deferral / active EE | $4,922 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $26,039 | $5,421+380.4% | $9,244+181.7% | $4,645+460.5% |