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 | $136,521 | $110,093+24.0% | $97,295+40.3% | $145,897-6.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.22% | 244.76%-220.5pp | 75.62%-51.4pp | 552.29%-528.1pp |
| Employer contribution / active EE | $4,953 | $3,077+60.9% | $2,723+81.9% | $4,663+6.2% |
| Participant deferral / active EE | $3,202 | $4,678-31.6% | $4,264-24.9% | $6,689-52.1% |
| Admin fee / account holder | $9,135 | $6,212+47.0% | $5,646+61.8% | $13,390-31.8% |