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 | $34,117 | $133,998-74.5% | $112,263-69.6% | $134,545-74.6% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.84% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,148 | $4,040-46.8% | $3,636-40.9% | $4,742-54.7% |
| Participant deferral / active EE | $5,883 | $5,292+11.2% | $4,729+24.4% | $6,401-8.1% |
| Admin fee / account holder | $620 | $7,493-91.7% | $6,410-90.3% | $11,431-94.6% |