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 | $165,092 | $157,304+5.0% | $141,197+16.9% | $152,909+8.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.76% | 64.34%-31.6pp | 71.41%-38.6pp | 345.46%-312.7pp |
| Employer contribution / active EE | $11,369 | $5,263+116.0% | $4,736+140.0% | $4,764+138.7% |
| Participant deferral / active EE | $6,461 | $7,111-9.1% | $6,710-3.7% | $5,851+10.4% |
| Admin fee / account holder | $817 | $12,126-93.3% | $10,265-92.0% | $11,601-93.0% |