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 | $194,584 | $159,934+21.7% | $147,005+32.4% | $145,959+33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $19,583 | $5,287+270.4% | $4,934+296.9% | $4,661+320.2% |
| Participant deferral / active EE | $21,635 | $8,427+156.7% | $8,070+168.1% | $6,689+223.5% |
| Admin fee / account holder | $2,142 | $15,053-85.8% | $13,006-83.5% | $13,398-84.0% |