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 | $124,452 | $125,237-0.6% | $105,608+17.8% | $145,877-14.7% |
| Participation rate | 94.1% | 77.7%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 15.87% | 225.76%-209.9pp | 116.50%-100.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,086 | $3,720+36.7% | $3,167+60.6% | $4,663+9.1% |
| Participant deferral / active EE | $11,442 | $5,711+100.4% | $5,010+128.4% | $6,691+71.0% |
| Admin fee / account holder | $640 | $17,287-96.3% | $11,028-94.2% | $13,402-95.2% |