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 | $207,322 | $129,737+59.8% | $119,126+74.0% | $154,746+34.0% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 15.77% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $8,640 | $4,375+97.5% | $4,034+114.2% | $4,379+97.3% |
| Participant deferral / active EE | $5,493 | $5,842-6.0% | $5,318+3.3% | $6,730-18.4% |
| Admin fee / account holder | $2,767 | $11,961-76.9% | $10,693-74.1% | $14,365-80.7% |