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 | $28,839 | $150,447-80.8% | $136,298-78.8% | $147,586-80.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 18.27% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $4,270 | $5,256-18.8% | $4,696-9.1% | $4,876-12.4% |
| Participant deferral / active EE | $7,612 | $6,631+14.8% | $6,247+21.8% | $5,439+40.0% |
| Admin fee / account holder | $527 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |