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 | $90,846 | $148,629-38.9% | $135,982-33.2% | $139,487-34.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.88% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $3,456 | $5,247-34.1% | $4,859-28.9% | $4,755-27.3% |
| Participant deferral / active EE | $7,129 | $8,102-12.0% | $7,760-8.1% | $6,713+6.2% |
| Admin fee / account holder | $1,191 | $12,406-90.4% | $10,767-88.9% | $11,407-89.6% |