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 | $107,684 | $99,652+8.1% | $78,778+36.7% | $147,586-27.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.43% | 47.28%-35.9pp | 35.62%-24.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $3,197 | $2,796+14.4% | $1,986+61.0% | $4,876-34.4% |
| Participant deferral / active EE | $16,000 | $3,664+336.7% | $2,958+440.9% | $5,439+194.2% |
| Admin fee / account holder | $985 | $7,155-86.2% | $5,134-80.8% | $10,886-91.0% |