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 | $170,133 | $84,713+100.8% | $75,717+124.7% | $167,518+1.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.62% | 199.49%-179.9pp | 104.58%-85.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $34,875 | $3,229+979.9% | $2,743+1171.5% | $4,838+620.8% |
| Participant deferral / active EE | $24,375 | $4,578+432.4% | $3,821+538.0% | $6,342+284.3% |
| Admin fee / account holder | $581 | $5,357-89.2% | $3,619-84.0% | $12,312-95.3% |