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 | $128,102 | $160,040-20.0% | $147,096-12.9% | $145,877-12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,509 | $5,289-33.7% | $4,936-28.9% | $4,663-24.8% |
| Participant deferral / active EE | $8,974 | $8,429+6.5% | $8,071+11.2% | $6,691+34.1% |
| Admin fee / account holder | $4,942 | $15,050-67.2% | $13,005-62.0% | $13,402-63.1% |