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 | $97,527 | $73,546+32.6% | $63,018+54.8% | $147,586-33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 37.58% | 175.56%-138.0pp | 87.62%-50.0pp | 578.59%-541.0pp |
| Employer contribution / active EE | $11,985 | $3,324+260.6% | $2,761+334.1% | $4,876+145.8% |
| Participant deferral / active EE | $15,577 | $4,185+272.3% | $3,330+367.8% | $5,439+186.4% |
| Admin fee / account holder | $1,150 | $5,956-80.7% | $3,601-68.1% | $10,886-89.4% |