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 | $56,623 | $65,555-13.6% | $86,216-34.3% | $75,173-24.7% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 16.85% | 46.07%-29.2pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,835 | $1,553+18.1% | $2,382-23.0% | $2,671-31.3% |
| Participant deferral / active EE | $3,042 | $3,023+0.6% | $3,986-23.7% | $4,126-26.3% |
| Admin fee / account holder | $1,105 | $5,469-79.8% | $6,853-83.9% | $5,651-80.5% |