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 | $73,232 | $168,635-56.6% | $147,617-50.4% | $125,389-41.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.10% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,494 | $6,252-60.1% | $5,564-55.2% | $4,866-48.8% |
| Participant deferral / active EE | $6,397 | $5,507+16.2% | $4,895+30.7% | $5,352+19.5% |
| Admin fee / account holder | $303 | $13,580-97.8% | $11,612-97.4% | $9,541-96.8% |