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 | $142,577 | $96,678+47.5% | $86,640+64.6% | $139,466+2.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 19.99% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $4,183 | $3,265+28.1% | $3,024+38.3% | $4,754-12.0% |
| Participant deferral / active EE | $10,866 | $4,837+124.7% | $4,438+144.8% | $6,712+61.9% |
| Admin fee / account holder | $1,139 | $6,410-82.2% | $5,616-79.7% | $11,409-90.0% |