Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,749 | $160,070-50.8% | $147,117-46.5% | $145,897-46.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.69% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,153 | $5,285-59.2% | $4,932-56.3% | $4,663-53.8% |
| Participant deferral / active EE | $4,422 | $8,419-47.5% | $8,065-45.2% | $6,689-33.9% |
| Admin fee / account holder | $1,179 | $15,035-92.2% | $12,993-90.9% | $13,390-91.2% |