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 | $189,080 | $165,351+14.4% | $149,710+26.3% | $158,931+19.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.90% | 348.19%-331.3pp | 276.63%-259.7pp | 302.86%-286.0pp |
| Employer contribution / active EE | $2,504 | $5,103-50.9% | $4,645-46.1% | $4,761-47.4% |
| Participant deferral / active EE | $5,489 | $7,181-23.6% | $6,842-19.8% | $5,982-8.2% |
| Admin fee / account holder | $33,791 | $10,807+212.7% | $9,309+263.0% | $11,247+200.5% |