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 | $161,612 | $83,337+93.9% | $67,834+138.2% | $273,972-41.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.81% | 259.45%-249.6pp | 138.47%-128.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,758 | $3,287-16.1% | $2,403+14.8% | $4,869-43.3% |
| Participant deferral / active EE | $9,635 | $4,088+135.7% | $3,160+204.9% | $5,287+82.2% |
| Admin fee / account holder | $6,471 | $6,752-4.2% | $4,622+40.0% | $10,133-36.1% |