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 | $51,835 | $176,077-70.6% | $159,455-67.5% | $167,518-69.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $2,538 | $5,298-52.1% | $4,830-47.5% | $4,838-47.6% |
| Participant deferral / active EE | $7,571 | $7,751-2.3% | $7,353+3.0% | $6,342+19.4% |
| Admin fee / account holder | $480 | $12,556-96.2% | $10,800-95.6% | $12,312-96.1% |