Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $136,941 | $82,678+65.6% | $125,391+9.2% | $68,490+99.9% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -11.30% | -5.97%-5.3pp | 572.41%-583.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $13,889 | $3,382+310.6% | $4,816+188.4% | $2,597+434.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,154 | $6,277-33.8% | $10,009-58.5% | $5,403-23.1% |