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 | $156,167 | $100,911+54.8% | $90,440+72.7% | $158,966-1.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.08% | 1726.62%-1719.5pp | 1294.38%-1287.3pp | 302.95%-295.9pp |
| Employer contribution / active EE | $2,853 | $3,690-22.7% | $3,263-12.6% | $4,762-40.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,532 | $6,507-61.1% | $5,615-54.9% | $11,250-77.5% |