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 | $68,376 | $65,575+4.3% | $86,209-20.7% | $75,181-9.1% |
| Participation rate | 75.7% | 60.5%+15.2pp | 69.0%+6.7pp | 67.2%+8.5pp |
| Annual return | 23.08% | 46.07%-23.0pp | 1169.05%-1146.0pp | 160.69%-137.6pp |
| Employer contribution / active EE | $752 | $1,553-51.6% | $2,381-68.4% | $2,671-71.8% |
| Participant deferral / active EE | $4,180 | $3,023+38.3% | $3,986+4.9% | $4,126+1.3% |
| Admin fee / account holder | $8,130 | $5,470+48.6% | $6,853+18.6% | $5,650+43.9% |