Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,846 | $102,385-21.0% | $147,080-45.0% | $80,935-0.1% |
| Participation rate | 76.3% | 75.9%+0.5pp | 82.2%-5.8pp | 67.7%+8.7pp |
| Annual return | 30.93% | 135.09%-104.2pp | 420.17%-389.2pp | 35.66%-4.7pp |
| Employer contribution / active EE | $7,203 | $3,717+93.8% | $4,933+46.0% | $2,757+161.3% |
| Participant deferral / active EE | $16,055 | $6,651+141.4% | $8,066+99.0% | $4,299+273.4% |
| Admin fee / account holder | $4,525 | $7,951-43.1% | $12,989-65.2% | $6,924-34.6% |