Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $116,096 | $202,440-42.7% | $169,390-31.5% | $139,466-16.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.29% | 532.36%-513.1pp | 406.07%-386.8pp | 373.66%-354.4pp |
| Employer contribution / active EE | $29,787 | $4,693+534.7% | $4,013+642.3% | $4,754+526.6% |
| Participant deferral / active EE | $22,000 | $6,940+217.0% | $6,222+253.6% | $6,712+227.8% |
| Admin fee / account holder | $1,475 | $10,722-86.2% | $9,015-83.6% | $11,409-87.1% |