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 | $164,045 | $148,629+10.4% | $135,982+20.6% | $139,487+17.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.75% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $4,687 | $5,247-10.7% | $4,859-3.5% | $4,755-1.4% |
| Participant deferral / active EE | $12,078 | $8,102+49.1% | $7,760+55.6% | $6,713+79.9% |
| Admin fee / account holder | $2,559 | $12,406-79.4% | $10,767-76.2% | $11,407-77.6% |