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 | $225,537 | $160,028+40.9% | $147,080+53.3% | $145,884+54.6% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 11.33% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,698 | $5,286-49.0% | $4,933-45.3% | $4,662-42.1% |
| Participant deferral / active EE | $6,960 | $8,422-17.4% | $8,066-13.7% | $6,690+4.0% |
| Admin fee / account holder | $17,387 | $15,030+15.7% | $12,989+33.9% | $13,392+29.8% |