Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,300 | $162,136-44.9% | $152,301-41.4% | $154,746-42.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.77% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $7,302 | $4,890+49.3% | $4,624+57.9% | $4,379+66.7% |
| Participant deferral / active EE | $11,319 | $8,341+35.7% | $8,004+41.4% | $6,730+68.2% |
| Admin fee / account holder | $2,004 | $15,759-87.3% | $14,398-86.1% | $14,365-86.0% |