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 | $169,845 | $168,635+0.7% | $147,617+15.1% | $125,389+35.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.11% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $10,041 | $6,252+60.6% | $5,564+80.4% | $4,866+106.3% |
| Participant deferral / active EE | $4,253 | $5,507-22.8% | $4,895-13.1% | $5,352-20.5% |
| Admin fee / account holder | $1,405 | $13,580-89.7% | $11,612-87.9% | $9,541-85.3% |