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 | $69,982 | $97,732-28.4% | $83,831-16.5% | $135,380-48.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.30% | 1287.56%-1296.9pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,720 | $4,222-59.3% | $3,631-52.6% | $4,779-64.0% |
| Participant deferral / active EE | $5,166 | $4,683+10.3% | $4,082+26.6% | $5,609-7.9% |
| Admin fee / account holder | $5,068 | $6,675-24.1% | $5,479-7.5% | $10,828-53.2% |