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 | $43,909 | $98,760-55.5% | $149,715-70.7% | $79,858-45.0% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+5.9pp |
| Annual return | 40.55% | 27.43%+13.1pp | 276.66%-236.1pp | 31.72%+8.8pp |
| Employer contribution / active EE | $6,269 | $3,217+94.9% | $4,645+35.0% | $2,471+153.7% |
| Participant deferral / active EE | $5,792 | $5,681+2.0% | $6,842-15.3% | $3,740+54.9% |
| Admin fee / account holder | $1,209 | $6,053-80.0% | $9,310-87.0% | $5,306-77.2% |