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 | $53,519 | $97,732-45.2% | $83,831-36.2% | $135,380-60.5% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -4.01% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,097 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $3,704 | $4,683-20.9% | $4,082-9.3% | $5,609-34.0% |
| Admin fee / account holder | $928 | $6,675-86.1% | $5,479-83.1% | $10,828-91.4% |