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 | $186,404 | $183,539+1.6% | $155,556+19.8% | $145,897+27.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.92% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $10,839 | $5,315+103.9% | $4,675+131.8% | $4,663+132.5% |
| Participant deferral / active EE | $7,922 | $6,467+22.5% | $5,631+40.7% | $6,689+18.4% |
| Admin fee / account holder | $4,918 | $19,275-74.5% | $15,885-69.0% | $13,390-63.3% |