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 | $29,273 | $156,963-81.4% | $121,204-75.8% | $139,466-79.0% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 41.23% | 1476.75%-1435.5pp | 987.18%-946.0pp | 373.66%-332.4pp |
| Employer contribution / active EE | $842 | $5,544-84.8% | $4,170-79.8% | $4,754-82.3% |
| Participant deferral / active EE | $2,928 | $4,848-39.6% | $4,083-28.3% | $6,712-56.4% |
| Admin fee / account holder | $1,860 | $6,953-73.2% | $5,651-67.1% | $11,409-83.7% |