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 | $102,514 | $72,446+41.5% | $67,561+51.7% | $145,877-29.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 13.21% | 7211.98%-7198.8pp | 3525.44%-3512.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,143 | $3,072-30.3% | $2,735-21.6% | $4,663-54.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,570 | $5,541-35.6% | $4,006-10.9% | $13,402-73.4% |