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 | $38,388 | $102,382-62.5% | $147,005-73.9% | $80,874-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.94% | 134.89%-121.0pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,416 | $3,715-35.0% | $4,934-51.0% | $2,756-12.3% |
| Participant deferral / active EE | $3,254 | $6,646-51.0% | $8,070-59.7% | $4,297-24.3% |
| Admin fee / account holder | $4,224 | $7,942-46.8% | $13,006-67.5% | $6,935-39.1% |