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 | $191,288 | $201,259-5.0% | $184,200+3.8% | $145,959+31.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 28.98%-10.5pp | 28.80%-10.3pp | 561.95%-543.4pp |
| Employer contribution / active EE | $13,440 | $7,018+91.5% | $6,424+109.2% | $4,661+188.4% |
| Participant deferral / active EE | $10,884 | $9,806+11.0% | $9,132+19.2% | $6,689+62.7% |
| Admin fee / account holder | $1,892 | $16,372-88.4% | $13,907-86.4% | $13,398-85.9% |