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 | $231,141 | $160,040+44.4% | $147,096+57.1% | $145,877+58.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.71% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,907 | $5,289-7.2% | $4,936-0.6% | $4,663+5.2% |
| Participant deferral / active EE | $8,751 | $8,429+3.8% | $8,071+8.4% | $6,691+30.8% |
| Admin fee / account holder | $2,508 | $15,050-83.3% | $13,005-80.7% | $13,402-81.3% |