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 | $200,762 | $183,592+9.4% | $155,574+29.0% | $145,877+37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,164 | $5,317-78.1% | $4,676-75.1% | $4,663-75.0% |
| Participant deferral / active EE | $3,117 | $6,466-51.8% | $5,629-44.6% | $6,691-53.4% |
| Admin fee / account holder | $876 | $19,316-95.5% | $15,914-94.5% | $13,402-93.5% |