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 | $101,446 | $168,635-39.8% | $147,617-31.3% | $125,389-19.1% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $5,444 | $6,252-12.9% | $5,564-2.2% | $4,866+11.9% |
| Participant deferral / active EE | $4,615 | $5,507-16.2% | $4,895-5.7% | $5,352-13.8% |
| Admin fee / account holder | $1,509 | $13,580-88.9% | $11,612-87.0% | $9,541-84.2% |