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 | $173,750 | $202,342-14.1% | $172,753+0.6% | $152,909+13.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.28% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $17,606 | $5,857+200.6% | $5,144+242.3% | $4,764+269.6% |
| Participant deferral / active EE | $8,966 | $5,948+50.7% | $5,198+72.5% | $5,851+53.2% |
| Admin fee / account holder | $989 | $17,112-94.2% | $13,956-92.9% | $11,601-91.5% |