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 | $117,511 | $108,942+7.9% | $100,415+17.0% | $145,897-19.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.17% | 58.27%-45.1pp | 49.47%-36.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,803 | $8,461+63.1% | $8,091+70.6% | $6,689+106.3% |
| Admin fee / account holder | $6,640 | $9,702-31.6% | $7,906-16.0% | $13,390-50.4% |