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 | $189,883 | $160,070+18.6% | $147,117+29.1% | $145,897+30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $17,747 | $5,285+235.8% | $4,932+259.8% | $4,663+280.6% |
| Participant deferral / active EE | $6,868 | $8,419-18.4% | $8,065-14.8% | $6,689+2.7% |
| Admin fee / account holder | $15,228 | $15,035+1.3% | $12,993+17.2% | $13,390+13.7% |