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 | $66,555 | $183,539-63.7% | $155,556-57.2% | $145,897-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,531 | $5,315-52.4% | $4,675-45.9% | $4,663-45.7% |
| Participant deferral / active EE | $6,491 | $6,467+0.4% | $5,631+15.3% | $6,689-3.0% |
| Admin fee / account holder | $11,305 | $19,275-41.3% | $15,885-28.8% | $13,390-15.6% |