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 | $105,489 | $102,938+2.5% | $94,105+12.1% | $138,895-24.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 19.81% | 250.28%-230.5pp | 204.55%-184.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $7,594 | $2,732+178.0% | $2,504+203.2% | $4,194+81.1% |
| Participant deferral / active EE | $6,998 | $4,196+66.8% | $3,881+80.3% | $6,396+9.4% |
| Admin fee / account holder | $1,736 | $6,600-73.7% | $6,199-72.0% | $12,562-86.2% |