Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,746 | $160,040-70.2% | $147,096-67.5% | $145,877-67.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.66% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $7,871 | $5,289+48.8% | $4,936+59.5% | $4,663+68.8% |
| Participant deferral / active EE | $9,071 | $8,429+7.6% | $8,071+12.4% | $6,691+35.6% |
| Admin fee / account holder | $3,834 | $15,050-74.5% | $13,005-70.5% | $13,402-71.4% |