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 | $148,041 | $165,381-10.5% | $149,730-1.1% | $158,966-6.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 202.29% | 348.29%-146.0pp | 276.70%-74.4pp | 302.95%-100.7pp |
| Employer contribution / active EE | $6,009 | $5,104+17.7% | $4,645+29.4% | $4,762+26.2% |
| Participant deferral / active EE | $6,876 | $7,182-4.3% | $6,843+0.5% | $5,983+14.9% |
| Admin fee / account holder | $301 | $10,809-97.2% | $9,310-96.8% | $11,250-97.3% |