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 | $100,600 | $106,008-5.1% | $92,240+9.1% | $147,586-31.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.30% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,469 | $4,333-19.9% | $3,680-5.7% | $4,876-28.9% |
| Participant deferral / active EE | $6,708 | $4,478+49.8% | $3,897+72.1% | $5,439+23.3% |
| Admin fee / account holder | $7,017 | $6,333+10.8% | $5,194+35.1% | $10,886-35.5% |