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 | $212,847 | $166,089+28.2% | $164,928+29.1% | $145,978+45.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.07% | 100.26%-88.2pp | 70.08%-58.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,351 | $5,276-55.4% | $4,343-45.9% | $4,662-49.6% |
| Participant deferral / active EE | $15,674 | $6,961+125.2% | $6,034+159.8% | $6,690+134.3% |
| Admin fee / account holder | $1,752 | $16,641-89.5% | $12,684-86.2% | $13,400-86.9% |