Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $95,057 | $105,158-9.6% | $94,672+0.4% | $139,487-31.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.39% | 38.11%-9.7pp | 156.89%-128.5pp | 373.84%-345.5pp |
| Employer contribution / active EE | $2,728 | $4,107-33.6% | $3,673-25.7% | $4,755-42.6% |
| Participant deferral / active EE | $7,524 | $7,599-1.0% | $7,417+1.4% | $6,713+12.1% |
| Admin fee / account holder | $2,817 | $8,972-68.6% | $7,222-61.0% | $11,407-75.3% |