Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,397 | $108,911+53.7% | $100,392+66.7% | $145,884+14.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 58.23%-45.0pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,919 | $4,420-11.3% | $3,941-0.6% | $4,662-16.0% |
| Participant deferral / active EE | $10,004 | $8,459+18.3% | $8,090+23.7% | $6,690+49.6% |
| Admin fee / account holder | $1,322 | $9,698-86.4% | $7,904-83.3% | $13,392-90.1% |