Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,962 | $111,535-22.0% | $105,223-17.4% | $137,256-36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.30% | 237.85%-215.6pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,526 | $3,939-35.9% | $3,689-31.5% | $4,156-39.2% |
| Participant deferral / active EE | $8,920 | $5,500+62.2% | $5,072+75.9% | $6,407+39.2% |
| Admin fee / account holder | $7,472 | $9,721-23.1% | $8,859-15.7% | $12,270-39.1% |