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 | $75,143 | $85,171-11.8% | $172,753-56.5% | $72,976+3.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.17% | 27.32%-8.2pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $4,675 | $3,324+40.6% | $5,144-9.1% | $2,440+91.6% |
| Participant deferral / active EE | $4,395 | $3,260+34.8% | $5,198-15.4% | $3,608+21.8% |
| Admin fee / account holder | $1,610 | $5,880-72.6% | $13,956-88.5% | $5,124-68.6% |