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 | $56,968 | $58,927-3.3% | $76,823-25.8% | $72,983-21.9% |
| Participation rate | 80.8% | 67.3%+13.4pp | 72.1%+8.7pp | 69.5%+11.3pp |
| Annual return | 24.53% | 2305.64%-2281.1pp | 1166.42%-1141.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,421 | $1,787-20.5% | $2,302-38.3% | $2,440-41.8% |
| Participant deferral / active EE | $4,243 | $2,690+57.7% | $3,336+27.2% | $3,608+17.6% |
| Admin fee / account holder | $973 | $4,013-75.8% | $6,422-84.9% | $5,124-81.0% |