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 | $75,959 | $176,120-56.9% | $159,487-52.4% | $167,553-54.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 331.95%-317.7pp | 263.71%-249.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $7,660 | $5,299+44.5% | $4,831+58.5% | $4,840+58.3% |
| Participant deferral / active EE | $7,787 | $7,752+0.5% | $7,354+5.9% | $6,343+22.8% |
| Admin fee / account holder | $3,704 | $12,561-70.5% | $10,804-65.7% | $12,316-69.9% |