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 | $78,200 | $160,070-51.1% | $147,117-46.8% | $145,897-46.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 15.04% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $6,087 | $5,285+15.2% | $4,932+23.4% | $4,663+30.6% |
| Participant deferral / active EE | $5,859 | $8,419-30.4% | $8,065-27.4% | $6,689-12.4% |
| Admin fee / account holder | $1,611 | $15,035-89.3% | $12,993-87.6% | $13,390-88.0% |