Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,426 | $77,157-64.5% | $108,405-74.7% | $85,847-68.1% |
| Participation rate | 94.1% | 74.7%+19.5pp | 80.1%+14.0pp | 69.3%+24.8pp |
| Annual return | 26.63% | 44.55%-17.9pp | 905.55%-878.9pp | 318.61%-292.0pp |
| Employer contribution / active EE | $4,128 | $2,379+73.5% | $3,559+16.0% | $2,565+60.9% |
| Participant deferral / active EE | $7,707 | $5,567+38.5% | $6,563+17.4% | $3,952+95.0% |
| Admin fee / account holder | $2,767 | $5,174-46.5% | $7,297-62.1% | $6,261-55.8% |