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 | $191,875 | $118,488+61.9% | $98,462+94.9% | $139,487+37.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.41% | 18.96%-4.6pp | 21.17%-6.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $10,639 | $3,611+194.7% | $3,049+249.0% | $4,755+123.8% |
| Participant deferral / active EE | $5,747 | $5,393+6.6% | $4,738+21.3% | $6,713-14.4% |
| Admin fee / account holder | $3,369 | $13,868-75.7% | $8,875-62.0% | $11,407-70.5% |