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 | $247,798 | $160,040+54.8% | $147,096+68.5% | $145,877+69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,285 | $5,289-37.9% | $4,936-33.5% | $4,663-29.6% |
| Participant deferral / active EE | $14,235 | $8,429+68.9% | $8,071+76.4% | $6,691+112.8% |
| Admin fee / account holder | $6,699 | $15,050-55.5% | $13,005-48.5% | $13,402-50.0% |