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 | $140,137 | $109,411+28.1% | $89,435+56.7% | $158,982-11.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.02% | 345.68%-329.7pp | 245.55%-229.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,973 | $3,173-6.3% | $2,587+14.9% | $4,763-37.6% |
| Participant deferral / active EE | $8,883 | $4,600+93.1% | $3,890+128.3% | $5,983+48.5% |
| Admin fee / account holder | $2,945 | $6,159-52.2% | $4,884-39.7% | $11,252-73.8% |