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 | $100,111 | $99,011+1.1% | $86,582+15.6% | $147,586-32.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.35% | 1312.75%-1296.4pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,292 | $3,132-26.8% | $2,839-19.3% | $4,876-53.0% |
| Participant deferral / active EE | $4,378 | $3,972+10.2% | $3,609+21.3% | $5,439-19.5% |
| Admin fee / account holder | $1,081 | $5,709-81.1% | $4,904-78.0% | $10,886-90.1% |