Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,950 | $80,812-28.3% | $160,784-64.0% | $82,448-29.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 18.36% | 100.59%-82.2pp | 1803.92%-1785.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,777 | $2,174+73.7% | $3,733+1.2% | $2,551+48.1% |
| Participant deferral / active EE | $10,432 | $4,335+140.6% | $6,293+65.8% | $4,139+152.0% |
| Admin fee / account holder | $6,796 | $7,695-11.7% | $9,717-30.1% | $7,234-6.1% |