Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $126,995 | $102,385+24.0% | $147,080-13.7% | $80,935+56.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 21.63% | 135.09%-113.5pp | 420.17%-398.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $10,639 | $3,717+186.3% | $4,933+115.7% | $2,757+285.9% |
| Participant deferral / active EE | $8,204 | $6,651+23.4% | $8,066+1.7% | $4,299+90.8% |
| Admin fee / account holder | $3,998 | $7,951-49.7% | $12,989-69.2% | $6,924-42.3% |