Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,185 | $183,539-79.2% | $155,556-75.5% | $145,897-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.85% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,179 | $5,315-2.6% | $4,675+10.8% | $4,663+11.1% |
| Participant deferral / active EE | $5,462 | $6,467-15.5% | $5,631-3.0% | $6,689-18.3% |
| Admin fee / account holder | $1,464 | $19,275-92.4% | $15,885-90.8% | $13,390-89.1% |