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 | $87,220 | $72,071+21.0% | $68,368+27.6% | $137,256-36.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.43% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,794 | $2,788+71.9% | $2,649+81.0% | $4,156+15.3% |
| Participant deferral / active EE | $11,534 | $4,410+161.5% | $4,123+179.8% | $6,407+80.0% |
| Admin fee / account holder | $6,673 | $5,336+25.1% | $5,150+29.6% | $12,270-45.6% |