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 | $232,152 | $165,399+40.4% | $149,745+55.0% | $158,982+46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.51% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $22,902 | $5,105+348.6% | $4,646+393.0% | $4,763+380.8% |
| Participant deferral / active EE | $19,615 | $7,183+173.1% | $6,843+186.6% | $5,983+227.8% |
| Admin fee / account holder | $1,069 | $10,811-90.1% | $9,312-88.5% | $11,252-90.5% |