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 | $100,175 | $104,709-4.3% | $85,705+16.9% | $167,553-40.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.59% | 21.45%-7.9pp | 21.49%-7.9pp | 478.89%-465.3pp |
| Employer contribution / active EE | $3,279 | $3,338-1.8% | $2,619+25.2% | $4,840-32.3% |
| Participant deferral / active EE | $8,514 | $4,827+76.4% | $3,924+117.0% | $6,343+34.2% |
| Admin fee / account holder | $614 | $10,036-93.9% | $6,877-91.1% | $12,316-95.0% |