Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,728 | $102,429+3.2% | $147,096-28.1% | $80,925+30.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 12.73% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,612 | $3,716-2.8% | $4,936-26.8% | $2,756+31.0% |
| Participant deferral / active EE | $7,849 | $6,649+18.1% | $8,071-2.7% | $4,299+82.6% |
| Admin fee / account holder | $1,523 | $7,957-80.9% | $13,005-88.3% | $6,940-78.1% |