Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,466 | $138,114-81.6% | $125,391-79.7% | $134,545-81.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.35% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $8,366 | $5,246+59.5% | $4,816+73.7% | $4,742+76.4% |
| Participant deferral / active EE | $5,214 | $7,801-33.2% | $7,448-30.0% | $6,401-18.5% |
| Admin fee / account holder | $2,293 | $11,570-80.2% | $10,009-77.1% | $11,431-79.9% |