Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $57,036 | $160,040-64.4% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,194 | $5,289-20.7% | $4,936-15.0% | $4,663-10.1% |
| Participant deferral / active EE | $10,525 | $8,429+24.9% | $8,071+30.4% | $6,691+57.3% |
| Admin fee / account holder | $438 | $15,050-97.1% | $13,005-96.6% | $13,402-96.7% |