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 | $54,580 | $102,393-46.7% | $147,041-62.9% | $80,911-32.5% |
| Participation rate | 79.5% | 75.9%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 18.85% | 134.95%-116.1pp | 419.21%-400.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,108 | $6,647+52.1% | $8,071+25.2% | $4,297+135.2% |
| Admin fee / account holder | $17,903 | $7,943+125.4% | $13,006+37.6% | $6,935+158.2% |