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 | $165,126 | $160,028+3.2% | $147,080+12.3% | $145,884+13.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,584 | $5,286-70.0% | $4,933-67.9% | $4,662-66.0% |
| Participant deferral / active EE | $8,062 | $8,422-4.3% | $8,066-0.1% | $6,690+20.5% |
| Admin fee / account holder | $28,632 | $15,030+90.5% | $12,989+120.4% | $13,392+113.8% |