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 | $159,012 | $202,342-21.4% | $172,752-8.0% | $152,897+4.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.62% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,348 | $5,858-77.0% | $5,144-73.8% | $4,764-71.7% |
| Participant deferral / active EE | $6,225 | $5,948+4.7% | $5,198+19.8% | $5,851+6.4% |
| Admin fee / account holder | $1,393 | $17,111-91.9% | $13,955-90.0% | $11,599-88.0% |