Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,296 | $160,028-56.1% | $147,080-52.2% | $145,884-51.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.64% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,584 | $5,286-51.1% | $4,933-47.6% | $4,662-44.6% |
| Participant deferral / active EE | $6,394 | $8,422-24.1% | $8,066-20.7% | $6,690-4.4% |
| Admin fee / account holder | $1,421 | $15,030-90.5% | $12,989-89.1% | $13,392-89.4% |