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 | $29,435 | $118,708-75.2% | $98,920-70.2% | $158,982-81.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.93% | 372.49%-357.6pp | 196.47%-181.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,448 | $3,334-56.6% | $2,689-46.1% | $4,763-69.6% |
| Participant deferral / active EE | $3,379 | $5,089-33.6% | $4,245-20.4% | $5,983-43.5% |
| Admin fee / account holder | $576 | $10,134-94.3% | $6,643-91.3% | $11,252-94.9% |