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 | $91,982 | $78,694+16.9% | $67,652+36.0% | $125,389-26.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.38% | 9.46%-10.8pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $8,511 | $3,044+179.6% | $2,266+275.6% | $4,866+74.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $369 | $7,403-95.0% | $4,821-92.3% | $9,541-96.1% |