Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,470 | $88,815-33.0% | $81,882-27.4% | $145,897-59.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 29.53% | 1033.75%-1004.2pp | 779.47%-749.9pp | 552.29%-522.8pp |
| Employer contribution / active EE | $4,023 | $3,086+30.4% | $2,916+38.0% | $4,663-13.7% |
| Participant deferral / active EE | $14,008 | $4,647+201.4% | $4,323+224.0% | $6,689+109.4% |
| Admin fee / account holder | $1,117 | $8,434-86.8% | $7,360-84.8% | $13,390-91.7% |