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 | $13,204 | $88,778-85.1% | $81,844-83.9% | $145,884-90.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.50% | 1033.03%-1018.5pp | 778.87%-764.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,272 | $3,087-58.8% | $2,916-56.4% | $4,662-72.7% |
| Participant deferral / active EE | $2,202 | $4,648-52.6% | $4,323-49.1% | $6,690-67.1% |
| Admin fee / account holder | $484 | $8,430-94.3% | $7,355-93.4% | $13,392-96.4% |