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 | $114,585 | $168,635-32.1% | $147,617-22.4% | $125,389-8.6% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -1.76% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,769 | $6,252-55.7% | $5,564-50.2% | $4,866-43.1% |
| Participant deferral / active EE | $5,616 | $5,507+2.0% | $4,895+14.7% | $5,352+4.9% |
| Admin fee / account holder | $1,246 | $13,580-90.8% | $11,612-89.3% | $9,541-86.9% |