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 | $110,950 | $159,978-30.6% | $147,041-24.5% | $145,978-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $3,743 | $5,288-29.2% | $4,935-24.2% | $4,662-19.7% |
| Participant deferral / active EE | $9,843 | $8,429+16.8% | $8,071+22.0% | $6,690+47.1% |
| Admin fee / account holder | $8,857 | $15,053-41.2% | $13,006-31.9% | $13,400-33.9% |