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 | $19,737 | $80,812-75.6% | $160,784-87.7% | $82,448-76.1% |
| Participation rate | 87.7% | 66.2%+21.5pp | 77.0%+10.8pp | 68.1%+19.7pp |
| Annual return | 13.69% | 100.59%-86.9pp | 1803.92%-1790.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,082 | $2,174-4.2% | $3,733-44.2% | $2,551-18.4% |
| Participant deferral / active EE | $1,816 | $4,335-58.1% | $6,293-71.1% | $4,139-56.1% |
| Admin fee / account holder | $1,597 | $7,695-79.2% | $9,717-83.6% | $7,234-77.9% |