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 | $177,811 | $96,388+84.5% | $80,627+120.5% | $139,466+27.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 17.46% | 1352.08%-1334.6pp | 936.76%-919.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,432 | $3,260+66.6% | $2,723+99.5% | $4,754+14.3% |
| Participant deferral / active EE | $9,131 | $5,224+74.8% | $4,443+105.5% | $6,712+36.0% |
| Admin fee / account holder | $2,649 | $6,603-59.9% | $5,381-50.8% | $11,409-76.8% |