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 | $120,883 | $63,346+90.8% | $92,240+31.1% | $70,126+72.4% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 22.68% | 530.19%-507.5pp | 176.29%-153.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $2,682 | $2,471+8.5% | $3,680-27.1% | $2,343+14.5% |
| Participant deferral / active EE | $6,149 | $2,854+115.5% | $3,897+57.8% | $3,332+84.5% |
| Admin fee / account holder | $2,384 | $3,841-37.9% | $5,194-54.1% | $4,645-48.7% |