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 | $151,850 | $202,342-25.0% | $172,753-12.1% | $152,909-0.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 16.73% | 1029.88%-1013.1pp | 803.00%-786.3pp | 345.46%-328.7pp |
| Employer contribution / active EE | $1,428 | $5,857-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $5,689 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $43,401 | $17,112+153.6% | $13,956+211.0% | $11,601+274.1% |