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 | $196,075 | $176,077+11.4% | $159,455+23.0% | $167,518+17.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.92% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $12,235 | $5,298+130.9% | $4,830+153.3% | $4,838+152.9% |
| Participant deferral / active EE | $8,846 | $7,751+14.1% | $7,353+20.3% | $6,342+39.5% |
| Admin fee / account holder | $836 | $12,556-93.3% | $10,800-92.3% | $12,312-93.2% |