Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $128,059 | $165,399-22.6% | $149,745-14.5% | $158,982-19.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 32.40% | 348.34%-315.9pp | 276.72%-244.3pp | 302.99%-270.6pp |
| Employer contribution / active EE | $7,107 | $5,105+39.2% | $4,646+53.0% | $4,763+49.2% |
| Participant deferral / active EE | $16,344 | $7,183+127.5% | $6,843+138.8% | $5,983+173.1% |
| Admin fee / account holder | $380 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |