Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $186,564 | $160,028+16.6% | $147,080+26.8% | $145,884+27.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.75% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,368 | $5,286-55.2% | $4,933-52.0% | $4,662-49.2% |
| Participant deferral / active EE | $5,655 | $8,422-32.9% | $8,066-29.9% | $6,690-15.5% |
| Admin fee / account holder | $1,332 | $15,030-91.1% | $12,989-89.7% | $13,392-90.1% |