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 | $51,826 | $75,935-31.7% | $60,547-14.4% | $125,389-58.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.42% | -5.38%+3.0pp | 335.64%-338.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $11,898 | $3,438+246.1% | $2,419+391.8% | $4,866+144.5% |
| Participant deferral / active EE | $13,433 | $4,506+198.1% | $3,328+303.7% | $5,352+151.0% |
| Admin fee / account holder | $434 | $6,768-93.6% | $4,536-90.4% | $9,541-95.4% |