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 | $70,411 | $160,028-56.0% | $147,080-52.1% | $145,884-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,757 | $5,286-28.9% | $4,933-23.8% | $4,662-19.4% |
| Participant deferral / active EE | $7,463 | $8,422-11.4% | $8,066-7.5% | $6,690+11.6% |
| Admin fee / account holder | $7,199 | $15,030-52.1% | $12,989-44.6% | $13,392-46.2% |