Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,210 | $107,363-81.2% | $92,909-78.2% | $152,897-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.93% | 145.63%-120.7pp | 109.44%-84.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $4,939 | $4,222+17.0% | $3,653+35.2% | $4,764+3.7% |
| Participant deferral / active EE | $4,523 | $4,848-6.7% | $4,238+6.7% | $5,851-22.7% |
| Admin fee / account holder | $1,406 | $7,082-80.2% | $5,795-75.7% | $11,599-87.9% |