Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,760 | $160,040-52.7% | $147,096-48.5% | $145,877-48.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 147.77% | 98.49%+49.3pp | 419.75%-272.0pp | 551.28%-403.5pp |
| Employer contribution / active EE | $5,747 | $5,289+8.6% | $4,936+16.4% | $4,663+23.2% |
| Participant deferral / active EE | $10,612 | $8,429+25.9% | $8,071+31.5% | $6,691+58.6% |
| Admin fee / account holder | $4,813 | $15,050-68.0% | $13,005-63.0% | $13,402-64.1% |