Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $163,021 | $135,645+20.2% | $110,243+47.9% | $135,380+20.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,156 | $4,907+25.4% | $3,827+60.9% | $4,779+28.8% |
| Participant deferral / active EE | $14,484 | $5,507+163.0% | $4,672+210.0% | $5,609+158.2% |
| Admin fee / account holder | $487 | $11,458-95.7% | $8,548-94.3% | $10,828-95.5% |