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 | $97,357 | $157,304-38.1% | $141,197-31.0% | $152,909-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.14% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $4,711 | $5,263-10.5% | $4,736-0.5% | $4,764-1.1% |
| Participant deferral / active EE | $2,730 | $7,111-61.6% | $6,710-59.3% | $5,851-53.3% |
| Admin fee / account holder | $753 | $12,126-93.8% | $10,265-92.7% | $11,601-93.5% |