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 | $125,668 | $105,158+19.5% | $94,672+32.7% | $139,487-9.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 14.17% | 38.11%-23.9pp | 156.89%-142.7pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,523 | $4,107-14.2% | $3,673-4.1% | $4,755-25.9% |
| Participant deferral / active EE | $7,331 | $7,599-3.5% | $7,417-1.2% | $6,713+9.2% |
| Admin fee / account holder | $941 | $8,972-89.5% | $7,222-87.0% | $11,407-91.8% |