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 | $135,861 | $102,429+32.6% | $147,096-7.6% | $80,925+67.9% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 19.45% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $16,820 | $3,716+352.7% | $4,936+240.8% | $2,756+510.2% |
| Participant deferral / active EE | $11,734 | $6,649+76.5% | $8,071+45.4% | $4,299+173.0% |
| Admin fee / account holder | $3,114 | $7,957-60.9% | $13,005-76.1% | $6,940-55.1% |