Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,636 | $109,967-46.7% | $97,197-39.7% | $145,877-59.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 47.18% | 244.27%-197.1pp | 75.47%-28.3pp | 551.28%-504.1pp |
| Employer contribution / active EE | $1,744 | $3,077-43.3% | $2,723-36.0% | $4,663-62.6% |
| Participant deferral / active EE | $5,368 | $4,676+14.8% | $4,263+25.9% | $6,691-19.8% |
| Admin fee / account holder | $308 | $6,199-95.0% | $5,637-94.5% | $13,402-97.7% |