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 | $74,992 | $72,071+4.1% | $68,368+9.7% | $137,256-45.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.93% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,308 | $2,788-17.2% | $2,649-12.9% | $4,156-44.5% |
| Participant deferral / active EE | $3,634 | $4,410-17.6% | $4,123-11.9% | $6,407-43.3% |
| Admin fee / account holder | $12,566 | $5,336+135.5% | $5,150+144.0% | $12,270+2.4% |