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 | $158,866 | $159,978-0.7% | $147,041+8.0% | $145,978+8.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.92% | 98.36%-87.4pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $5,312 | $5,288+0.5% | $4,935+7.6% | $4,662+14.0% |
| Participant deferral / active EE | $3,781 | $8,429-55.1% | $8,071-53.2% | $6,690-43.5% |
| Admin fee / account holder | $4,199 | $15,053-72.1% | $13,006-67.7% | $13,400-68.7% |