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 | $118,862 | $165,381-28.1% | $149,730-20.6% | $158,966-25.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 418.70% | 348.29%+70.4pp | 276.70%+142.0pp | 302.95%+115.7pp |
| Employer contribution / active EE | $3,509 | $5,104-31.2% | $4,645-24.5% | $4,762-26.3% |
| Participant deferral / active EE | $5,689 | $7,182-20.8% | $6,843-16.9% | $5,983-4.9% |
| Admin fee / account holder | $348 | $10,809-96.8% | $9,310-96.3% | $11,250-96.9% |