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 | $77,177 | $176,105-56.2% | $159,474-51.6% | $167,536-53.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.30% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,991 | $5,299-43.6% | $4,831-38.1% | $4,839-38.2% |
| Participant deferral / active EE | $7,805 | $7,751+0.7% | $7,353+6.1% | $6,342+23.1% |
| Admin fee / account holder | $85,286 | $12,559+579.1% | $10,802+689.5% | $12,315+592.6% |