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 | $182,327 | $110,379+65.2% | $102,412+78.0% | $145,884+25.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 47.10% | 24.84%+22.3pp | 24.94%+22.2pp | 551.85%-504.7pp |
| Employer contribution / active EE | $3,150 | $4,216-25.3% | $3,870-18.6% | $4,662-32.4% |
| Participant deferral / active EE | $7,714 | $5,622+37.2% | $5,060+52.4% | $6,690+15.3% |
| Admin fee / account holder | $55,380 | $9,745+468.3% | $8,388+560.3% | $13,392+313.5% |