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 | $228,685 | $160,040+42.9% | $147,096+55.5% | $145,877+56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.21% | 98.49%-66.3pp | 419.75%-387.5pp | 551.28%-519.1pp |
| Employer contribution / active EE | $1,465 | $5,289-72.3% | $4,936-70.3% | $4,663-68.6% |
| Participant deferral / active EE | $6,779 | $8,429-19.6% | $8,071-16.0% | $6,691+1.3% |
| Admin fee / account holder | $4,902 | $15,050-67.4% | $13,005-62.3% | $13,402-63.4% |