Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,158 | $111,785-86.4% | $93,669-83.8% | $145,877-89.6% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 32.46% | 203.79%-171.3pp | 133.59%-101.1pp | 551.28%-518.8pp |
| Employer contribution / active EE | $1,286 | $3,096-58.5% | $2,424-47.0% | $4,663-72.4% |
| Participant deferral / active EE | $3,225 | $4,919-34.4% | $4,416-27.0% | $6,691-51.8% |
| Admin fee / account holder | $608 | $10,256-94.1% | $8,291-92.7% | $13,402-95.5% |