Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,574 | $88,778-56.5% | $81,844-52.9% | $145,884-73.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.38% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,654 | $3,087-14.0% | $2,916-9.0% | $4,662-43.1% |
| Participant deferral / active EE | $7,682 | $4,648+65.3% | $4,323+77.7% | $6,690+14.8% |
| Admin fee / account holder | $3,298 | $8,430-60.9% | $7,355-55.2% | $13,392-75.4% |