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 | $246,932 | $159,934+54.4% | $147,005+68.0% | $145,959+69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $19,773 | $5,287+274.0% | $4,934+300.7% | $4,661+324.2% |
| Participant deferral / active EE | $13,550 | $8,427+60.8% | $8,070+67.9% | $6,689+102.6% |
| Admin fee / account holder | $668 | $15,053-95.6% | $13,006-94.9% | $13,398-95.0% |