Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $181,822 | $105,210+72.8% | $159,487+14.0% | $85,851+111.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.78% | 45.08%-29.3pp | 263.71%-247.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $2,694 | $3,319-18.8% | $4,831-44.2% | $2,565+5.0% |
| Participant deferral / active EE | $6,778 | $5,946+14.0% | $7,354-7.8% | $3,952+71.5% |
| Admin fee / account holder | $24,461 | $6,934+252.8% | $10,804+126.4% | $6,261+290.7% |