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 | $72,350 | $160,070-54.8% | $147,117-50.8% | $145,897-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.84% | 98.69%-80.9pp | 420.54%-402.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $14,409 | $5,285+172.7% | $4,932+192.1% | $4,663+209.0% |
| Participant deferral / active EE | $12,646 | $8,419+50.2% | $8,065+56.8% | $6,689+89.1% |
| Admin fee / account holder | $8,363 | $15,035-44.4% | $12,993-35.6% | $13,390-37.5% |