Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $115,350 | $167,030-30.9% | $135,768-15.0% | $155,188-25.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.53% | 678.39%-654.9pp | 526.10%-502.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $15,542 | $4,132+276.1% | $3,394+357.9% | $4,248+265.9% |
| Participant deferral / active EE | $12,217 | $4,528+169.8% | $3,977+207.2% | $6,531+87.1% |
| Admin fee / account holder | $2,609 | $8,172-68.1% | $7,048-63.0% | $14,480-82.0% |