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 | $77,967 | $198,457-60.7% | $170,435-54.3% | $147,586-47.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.10% | 257.30%-234.2pp | 205.94%-182.8pp | 578.59%-555.5pp |
| Employer contribution / active EE | $11,820 | $6,183+91.2% | $5,432+117.6% | $4,876+142.4% |
| Participant deferral / active EE | $9,411 | $5,629+67.2% | $4,939+90.5% | $5,439+73.0% |
| Admin fee / account holder | $1,033 | $16,852-93.9% | $13,881-92.6% | $10,886-90.5% |