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 | $20,939 | $108,695-80.7% | $74,722-72.0% | $152,897-86.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.93% | 114.11%-95.2pp | 753.11%-734.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $723 | $1,504-51.9% | $1,084-33.3% | $4,764-84.8% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $423 | $4,906-91.4% | $3,335-87.3% | $11,599-96.4% |