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 | $215,701 | $198,457+8.7% | $170,435+26.6% | $147,586+46.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.33% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $7,921 | $6,183+28.1% | $5,432+45.8% | $4,876+62.4% |
| Participant deferral / active EE | $2,733 | $5,629-51.5% | $4,939-44.7% | $5,439-49.8% |
| Admin fee / account holder | $3,161 | $16,852-81.2% | $13,881-77.2% | $10,886-71.0% |