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 | $235,592 | $217,427+8.4% | $185,837+26.8% | $167,518+40.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.48% | 148.39%-134.9pp | 122.08%-108.6pp | 478.71%-465.2pp |
| Employer contribution / active EE | $20,497 | $5,874+248.9% | $5,168+296.6% | $4,838+323.6% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,568+211.3% | $6,342+173.3% |
| Admin fee / account holder | $414 | $19,816-97.9% | $16,241-97.4% | $12,312-96.6% |