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 | $148,356 | $176,120-15.8% | $159,487-7.0% | $167,553-11.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 331.95%-316.7pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,900 | $5,299-26.4% | $4,831-19.3% | $4,840-19.4% |
| Participant deferral / active EE | $9,091 | $7,752+17.3% | $7,354+23.6% | $6,343+43.3% |
| Admin fee / account holder | $4,885 | $12,561-61.1% | $10,804-54.8% | $12,316-60.3% |