Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,718 | $72,071-72.6% | $68,368-71.2% | $137,256-85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.22% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,182 | $2,788-21.7% | $2,649-17.6% | $4,156-47.5% |
| Participant deferral / active EE | $2,642 | $4,410-40.1% | $4,123-35.9% | $6,407-58.8% |
| Admin fee / account holder | $588 | $5,336-89.0% | $5,150-88.6% | $12,270-95.2% |