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 | $53,830 | $160,028-66.4% | $147,080-63.4% | $145,884-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $7,772 | $5,286+47.0% | $4,933+57.5% | $4,662+66.7% |
| Participant deferral / active EE | $7,065 | $8,422-16.1% | $8,066-12.4% | $6,690+5.6% |
| Admin fee / account holder | $924 | $15,030-93.9% | $12,989-92.9% | $13,392-93.1% |