Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,542 | $76,519-28.7% | $56,025-2.6% | $145,897-62.6% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.8pp | 80.3%+2.0pp |
| Annual return | 15.15% | 3017.03%-3001.9pp | 1712.69%-1697.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,229 | $1,383-11.1% | $1,042+18.0% | $4,663-73.6% |
| Participant deferral / active EE | $1,886 | $2,624-28.2% | $1,955-3.5% | $6,689-71.8% |
| Admin fee / account holder | $5,243 | $3,331+57.4% | $2,828+85.4% | $13,390-60.8% |