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 | $120,201 | $183,988-34.7% | $162,177-25.9% | $152,897-21.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.66% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $7,092 | $6,370+11.3% | $5,613+26.3% | $4,764+48.9% |
| Participant deferral / active EE | $3,812 | $8,032-52.5% | $7,297-47.8% | $5,851-34.8% |
| Admin fee / account holder | $5,224 | $13,123-60.2% | $10,843-51.8% | $11,599-55.0% |