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 | $58,303 | $115,814-49.7% | $101,275-42.4% | $158,982-63.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.14% | 56.16%-37.0pp | 46.48%-27.3pp | 302.99%-283.8pp |
| Employer contribution / active EE | $3,480 | $4,176-16.7% | $3,660-4.9% | $4,763-26.9% |
| Participant deferral / active EE | $11,760 | $4,958+137.2% | $4,371+169.1% | $5,983+96.5% |
| Admin fee / account holder | $581 | $7,249-92.0% | $5,948-90.2% | $11,252-94.8% |