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 | $85,242 | $73,518+15.9% | $63,003+35.3% | $147,585-42.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 106.50% | 175.46%-69.0pp | 87.59%+18.9pp | 578.57%-472.1pp |
| Employer contribution / active EE | $9,408 | $3,322+183.2% | $2,760+240.8% | $4,876+92.9% |
| Participant deferral / active EE | $14,279 | $4,183+241.3% | $3,329+328.9% | $5,439+162.5% |
| Admin fee / account holder | $57,500 | $5,952+866.0% | $3,600+1497.1% | $10,885+428.2% |