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 | $120,716 | $111,535+8.2% | $105,223+14.7% | $137,256-12.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.79% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,133 | $3,939+4.9% | $3,689+12.1% | $4,156-0.5% |
| Participant deferral / active EE | $13,840 | $5,500+151.6% | $5,072+172.9% | $6,407+116.0% |
| Admin fee / account holder | $19,455 | $9,721+100.1% | $8,859+119.6% | $12,270+58.6% |