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 | $140,014 | $209,336-33.1% | $197,124-29.0% | $137,256+2.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.23% | 48.09%-29.9pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,122 | $6,591-7.1% | $6,227-1.7% | $4,156+47.3% |
| Participant deferral / active EE | $14,873 | $9,614+54.7% | $9,135+62.8% | $6,407+132.1% |
| Admin fee / account holder | $27,964 | $17,308+61.6% | $16,298+71.6% | $12,270+127.9% |