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 | $48,997 | $60,139-18.5% | $90,461-45.8% | $79,856-38.6% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 15.63% | 71.96%-56.3pp | 1294.76%-1279.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,773 | $2,069+82.4% | $3,264+15.6% | $2,471+52.7% |
| Participant deferral / active EE | $2,799 | $2,939-4.8% | $3,964-29.4% | $3,741-25.2% |
| Admin fee / account holder | $1,548 | $3,978-61.1% | $5,617-72.4% | $5,306-70.8% |