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 | $75,063 | $183,592-59.1% | $155,567-51.7% | $145,959-48.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $17,093 | $5,315+221.6% | $4,674+265.7% | $4,661+266.7% |
| Participant deferral / active EE | $8,221 | $6,464+27.2% | $5,628+46.1% | $6,689+22.9% |
| Admin fee / account holder | $461 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |