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 | $237,322 | $167,030+42.1% | $135,768+74.8% | $155,188+52.9% |
| Participation rate | 72.7% | 76.2%-3.4pp | 71.1%+1.6pp | 80.8%-8.1pp |
| Annual return | 14.66% | 678.39%-663.7pp | 526.10%-511.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $5,163 | $4,132+24.9% | $3,394+52.1% | $4,248+21.6% |
| Participant deferral / active EE | $13,226 | $4,528+192.1% | $3,977+232.6% | $6,531+102.5% |
| Admin fee / account holder | $18,693 | $8,172+128.8% | $7,048+165.2% | $14,480+29.1% |