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 | $93,287 | $157,296-40.7% | $141,191-33.9% | $152,897-39.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.24% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $6,216 | $5,262+18.1% | $4,736+31.3% | $4,764+30.5% |
| Participant deferral / active EE | $6,318 | $7,111-11.2% | $6,710-5.8% | $5,851+8.0% |
| Admin fee / account holder | $2,663 | $12,125-78.0% | $10,264-74.1% | $11,599-77.0% |