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 | $149,315 | $82,678+80.6% | $125,391+19.1% | $68,490+118.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $13,508 | $3,382+299.4% | $4,816+180.5% | $2,597+420.2% |
| Participant deferral / active EE | $10,945 | $6,111+79.1% | $7,448+46.9% | $4,028+171.7% |
| Admin fee / account holder | $7,146 | $6,277+13.8% | $10,009-28.6% | $5,403+32.3% |