Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $162,662 | $175,231-7.2% | $149,696+8.7% | $139,466+16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $17,605 | $5,478+221.4% | $4,821+265.2% | $4,754+270.3% |
| Participant deferral / active EE | $8,952 | $6,521+37.3% | $5,682+57.6% | $6,712+33.4% |
| Admin fee / account holder | $3,819 | $16,155-76.4% | $13,212-71.1% | $11,409-66.5% |