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 | $84,019 | $105,160-20.1% | $94,679-11.3% | $139,456-39.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.58% | 38.04%-22.5pp | 156.75%-141.2pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,290 | $4,107-44.2% | $3,673-37.6% | $4,753-51.8% |
| Participant deferral / active EE | $9,244 | $7,599+21.7% | $7,417+24.6% | $6,711+37.7% |
| Admin fee / account holder | $924 | $8,988-89.7% | $7,233-87.2% | $11,407-91.9% |