Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,713 | $93,124-82.1% | $77,100-78.3% | $134,545-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.68%-82.5pp | 42.35%-62.1pp | 418.37%-438.2pp |
| Employer contribution / active EE | $5,963 | $3,421+74.3% | $2,815+111.8% | $4,742+25.8% |
| Participant deferral / active EE | $9,519 | $5,242+81.6% | $4,430+114.9% | $6,401+48.7% |
| Admin fee / account holder | $758 | $6,970-89.1% | $5,443-86.1% | $11,431-93.4% |