Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,089 | $175,231-32.0% | $149,696-20.4% | $139,466-14.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.75% | 166.77%-153.0pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $5,277 | $5,478-3.7% | $4,821+9.5% | $4,754+11.0% |
| Participant deferral / active EE | $5,150 | $6,521-21.0% | $5,682-9.4% | $6,712-23.3% |
| Admin fee / account holder | $2,109 | $16,155-86.9% | $13,212-84.0% | $11,409-81.5% |