Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $197,637 | $100,139+97.4% | $85,187+132.0% | $145,884+35.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.28% | 84.15%-74.9pp | 66.67%-57.4pp | 551.85%-542.6pp |
| Employer contribution / active EE | $26,719 | $3,238+725.2% | $2,732+877.8% | $4,662+473.1% |
| Participant deferral / active EE | $15,563 | $5,296+193.9% | $4,525+243.9% | $6,690+132.6% |
| Admin fee / account holder | $1,020 | $7,262-86.0% | $6,162-83.4% | $13,392-92.4% |