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 | $224,537 | $176,105+27.5% | $159,474+40.8% | $167,536+34.0% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 16.14% | 331.91%-315.8pp | 263.68%-247.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $3,587 | $5,299-32.3% | $4,831-25.8% | $4,839-25.9% |
| Participant deferral / active EE | $11,924 | $7,751+53.8% | $7,353+62.2% | $6,342+88.0% |
| Admin fee / account holder | $11,230 | $12,559-10.6% | $10,802+4.0% | $12,315-8.8% |