Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $179,378 | $208,088-13.8% | $186,193-3.7% | $154,746+15.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 24.53% | 89.97%-65.4pp | 78.03%-53.5pp | 172.34%-147.8pp |
| Employer contribution / active EE | $2,278 | $4,340-47.5% | $3,918-41.9% | $4,379-48.0% |
| Participant deferral / active EE | $7,486 | $7,078+5.8% | $6,513+14.9% | $6,730+11.2% |
| Admin fee / account holder | $788 | $11,698-93.3% | $11,058-92.9% | $14,365-94.5% |