Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $88,359 | $160,028-44.8% | $147,080-39.9% | $145,884-39.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.75% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $6,496 | $5,286+22.9% | $4,933+31.7% | $4,662+39.3% |
| Participant deferral / active EE | $7,416 | $8,422-11.9% | $8,066-8.1% | $6,690+10.9% |
| Admin fee / account holder | $2,326 | $15,030-84.5% | $12,989-82.1% | $13,392-82.6% |