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 | $204,414 | $185,905+10.0% | $170,057+20.2% | $139,487+46.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.06% | 60.56%-40.5pp | 53.42%-33.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $3,196 | $7,597-57.9% | $6,790-52.9% | $4,755-32.8% |
| Participant deferral / active EE | $6,712 | $11,627-42.3% | $10,411-35.5% | $6,7130% |
| Admin fee / account holder | $19,903 | $15,397+29.3% | $12,826+55.2% | $11,407+74.5% |