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 | $137,592 | $155,555-11.5% | $146,866-6.3% | $155,188-11.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 18.21% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $8,895 | $4,647+91.4% | $4,425+101.0% | $4,248+109.4% |
| Participant deferral / active EE | $6,182 | $8,044-23.1% | $7,759-20.3% | $6,531-5.3% |
| Admin fee / account holder | $875 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |