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 | $116,916 | $183,516-36.3% | $155,534-24.8% | $145,884-19.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,729 | $5,315-48.6% | $4,675-41.6% | $4,662-41.5% |
| Participant deferral / active EE | $9,337 | $6,467+44.4% | $5,630+65.8% | $6,690+39.6% |
| Admin fee / account holder | $7,344 | $19,293-61.9% | $15,900-53.8% | $13,392-45.2% |