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 | $207,749 | $91,559+126.9% | $133,978+55.1% | $79,856+160.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 31.31% | 61.85%-30.5pp | 45.10%-13.8pp | 31.71%-0.4pp |
| Employer contribution / active EE | $7,841 | $2,384+228.9% | $3,919+100.1% | $2,471+217.3% |
| Participant deferral / active EE | $4,942 | $3,734+32.4% | $5,047-2.1% | $3,741+32.1% |
| Admin fee / account holder | $4,082 | $6,321-35.4% | $8,930-54.3% | $5,306-23.1% |