Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $126,270 | $102,385+23.3% | $147,080-14.1% | $80,935+56.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.22% | 135.09%-117.9pp | 420.17%-403.0pp | 35.66%-18.4pp |
| Employer contribution / active EE | $32,342 | $3,717+770.2% | $4,933+555.6% | $2,757+1073.2% |
| Participant deferral / active EE | $46,562 | $6,651+600.1% | $8,066+477.2% | $4,299+983.0% |
| Admin fee / account holder | $30,843 | $7,951+287.9% | $12,989+137.5% | $6,924+345.4% |