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 | $90,914 | $201,372-54.9% | $184,260-50.7% | $145,884-37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $15,932 | $7,024+126.8% | $6,427+147.9% | $4,662+241.7% |
| Participant deferral / active EE | $16,264 | $9,808+65.8% | $9,133+78.1% | $6,690+143.1% |
| Admin fee / account holder | $501 | $16,362-96.9% | $13,898-96.4% | $13,392-96.3% |