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 | $191,737 | $160,040+19.8% | $147,096+30.3% | $145,877+31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,070 | $5,289-4.2% | $4,936+2.7% | $4,663+8.7% |
| Participant deferral / active EE | $9,787 | $8,429+16.1% | $8,071+21.3% | $6,691+46.3% |
| Admin fee / account holder | $9,224 | $15,050-38.7% | $13,005-29.1% | $13,402-31.2% |