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 | $81,389 | $106,008-23.2% | $92,240-11.8% | $147,586-44.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.16% | 50.05%-36.9pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $5,429 | $4,333+25.3% | $3,680+47.5% | $4,876+11.3% |
| Participant deferral / active EE | $6,458 | $4,478+44.2% | $3,897+65.7% | $5,439+18.7% |
| Admin fee / account holder | $5,352 | $6,333-15.5% | $5,194+3.0% | $10,886-50.8% |