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 | $154,893 | $176,105-12.0% | $159,474-2.9% | $167,536-7.5% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 23.63% | 331.91%-308.3pp | 263.68%-240.0pp | 478.82%-455.2pp |
| Employer contribution / active EE | $5,436 | $5,299+2.6% | $4,831+12.5% | $4,839+12.3% |
| Participant deferral / active EE | $11,110 | $7,751+43.3% | $7,353+51.1% | $6,342+75.2% |
| Admin fee / account holder | $5,690 | $12,559-54.7% | $10,802-47.3% | $12,315-53.8% |