Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $135,966 | $121,701+11.7% | $104,639+29.9% | $158,982-14.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.43% | 465.72%-451.3pp | 340.67%-326.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $7,339 | $3,165+131.9% | $2,682+173.7% | $4,763+54.1% |
| Participant deferral / active EE | $8,174 | $4,176+95.8% | $3,738+118.7% | $5,983+36.6% |
| Admin fee / account holder | $973 | $7,778-87.5% | $6,465-85.0% | $11,252-91.4% |