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 | $194,069 | $102,385+89.5% | $147,080+31.9% | $80,935+139.8% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.98% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,715 | $3,717+53.8% | $4,933+15.8% | $2,757+107.3% |
| Participant deferral / active EE | $13,543 | $6,651+103.6% | $8,066+67.9% | $4,299+215.0% |
| Admin fee / account holder | $2,610 | $7,951-67.2% | $12,989-79.9% | $6,924-62.3% |