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 | $151,962 | $210,698-27.9% | $178,014-14.6% | $145,959+4.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.83% | 386.27%-373.4pp | 294.80%-282.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $18,366 | $4,567+302.1% | $3,950+365.0% | $4,661+294.0% |
| Participant deferral / active EE | $21,236 | $6,958+205.2% | $6,276+238.3% | $6,689+217.5% |
| Admin fee / account holder | $824 | $12,016-93.1% | $10,362-92.1% | $13,398-93.9% |