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 | $59,543 | $202,342-70.6% | $172,752-65.5% | $152,897-61.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.12% | 1029.83%-1015.7pp | 802.97%-788.8pp | 345.43%-331.3pp |
| Employer contribution / active EE | $4,006 | $5,858-31.6% | $5,144-22.1% | $4,764-15.9% |
| Participant deferral / active EE | $5,606 | $5,948-5.8% | $5,198+7.9% | $5,851-4.2% |
| Admin fee / account holder | $325 | $17,111-98.1% | $13,955-97.7% | $11,599-97.2% |