Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $128,865 | $160,028-19.5% | $147,080-12.4% | $145,884-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $14,745 | $5,286+179.0% | $4,933+198.9% | $4,662+216.3% |
| Participant deferral / active EE | $5,590 | $8,422-33.6% | $8,066-30.7% | $6,690-16.4% |
| Admin fee / account holder | $9,504 | $15,030-36.8% | $12,989-26.8% | $13,392-29.0% |