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 | $65,870 | $98,240-32.9% | $82,312-20.0% | $147,586-55.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.87% | 30.85%-14.0pp | 25.88%-9.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $5,125 | $3,192+60.6% | $2,428+111.0% | $4,876+5.1% |
| Participant deferral / active EE | $7,360 | $4,383+67.9% | $3,706+98.6% | $5,439+35.3% |
| Admin fee / account holder | $14,072 | $8,563+64.3% | $5,608+150.9% | $10,886+29.3% |