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 | $72,079 | $180,459-60.1% | $154,108-53.2% | $135,380-46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.96% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,400 | $6,035-60.2% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $2,400 | $5,806-58.7% | $5,081-52.8% | $5,609-57.2% |
| Admin fee / account holder | $734 | $16,145-95.5% | $13,411-94.5% | $10,828-93.2% |