Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $193,913 | $162,136+19.6% | $152,301+27.3% | $154,746+25.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 59.88% | 91.02%-31.1pp | 80.50%-20.6pp | 172.34%-112.5pp |
| Employer contribution / active EE | $5,392 | $4,890+10.3% | $4,624+16.6% | $4,379+23.1% |
| Participant deferral / active EE | $15,776 | $8,341+89.1% | $8,004+97.1% | $6,730+134.4% |
| Admin fee / account holder | $2,507 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |