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 | $222,511 | $111,814+99.0% | $93,654+137.6% | $145,959+52.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.14% | 203.30%-178.2pp | 133.34%-108.2pp | 561.95%-536.8pp |
| Employer contribution / active EE | $1,023 | $3,092-66.9% | $2,421-57.8% | $4,661-78.1% |
| Participant deferral / active EE | $15,250 | $4,914+210.3% | $4,413+245.6% | $6,689+128.0% |
| Admin fee / account holder | $1,366 | $10,246-86.7% | $8,282-83.5% | $13,398-89.8% |