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 | $110,019 | $76,368+44.1% | $67,681+62.6% | $154,746-28.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 73.7%+21.9pp | 80.7%+15.0pp |
| Annual return | 9.90% | 1066.77%-1056.9pp | 590.58%-580.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,724 | $4,824-2.1% | $3,976+18.8% | $6,730-29.8% |
| Admin fee / account holder | $4,197 | $8,559-51.0% | $6,100-31.2% | $14,365-70.8% |