Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $128,655 | $148,623-13.4% | $135,974-5.4% | $139,466-7.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.27% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $3,849 | $5,246-26.6% | $4,859-20.8% | $4,754-19.0% |
| Participant deferral / active EE | $8,321 | $8,103+2.7% | $7,760+7.2% | $6,712+24.0% |
| Admin fee / account holder | $2,804 | $12,406-77.4% | $10,767-74.0% | $11,409-75.4% |