Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $148,867 | $116,360+27.9% | $65,566+127.0% | $139,466+6.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 16.16% | 31.23%-15.1pp | 47.40%-31.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $18,750 | $2,600+621.3% | $1,692+1008.3% | $4,754+294.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,989 | $6,701-55.4% | $4,114-27.3% | $11,409-73.8% |