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 | $125,605 | $175,259-28.3% | $149,723-16.1% | $139,487-10.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.80% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $8,766 | $5,478+60.0% | $4,821+81.8% | $4,755+84.4% |
| Participant deferral / active EE | $13,596 | $6,522+108.5% | $5,682+139.3% | $6,713+102.5% |
| Admin fee / account holder | $2,225 | $16,158-86.2% | $13,215-83.2% | $11,407-80.5% |