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 | $59,181 | $80,812-26.8% | $160,784-63.2% | $82,448-28.2% |
| Participation rate | 76.9% | 66.2%+10.7pp | 77.0%0pp | 68.1%+8.9pp |
| Annual return | 21.54% | 100.59%-79.0pp | 1803.92%-1782.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,010 | $2,174-7.5% | $3,733-46.2% | $2,551-21.2% |
| Participant deferral / active EE | $4,316 | $4,335-0.5% | $6,293-31.4% | $4,139+4.3% |
| Admin fee / account holder | $2,343 | $7,695-69.5% | $9,717-75.9% | $7,234-67.6% |