Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,860 | $183,539-79.4% | $155,556-75.7% | $145,897-74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $7,128 | $5,315+34.1% | $4,675+52.5% | $4,663+52.9% |
| Participant deferral / active EE | $4,040 | $6,467-37.5% | $5,631-28.3% | $6,689-39.6% |
| Admin fee / account holder | $526 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |