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 | $120,284 | $107,368+12.0% | $92,915+29.5% | $152,909-21.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 20.20% | 145.64%-125.4pp | 109.45%-89.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $6,388 | $4,222+51.3% | $3,653+74.8% | $4,764+34.1% |
| Participant deferral / active EE | $5,767 | $4,848+19.0% | $4,238+36.1% | $5,851-1.4% |
| Admin fee / account holder | $457 | $7,082-93.5% | $5,796-92.1% | $11,601-96.1% |