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 | $52,824 | $102,422-48.4% | $147,117-64.1% | $80,959-34.8% |
| Participation rate | 77.3% | 75.9%+1.4pp | 82.2%-4.9pp | 67.7%+9.6pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,287 | $3,717-11.6% | $4,932-33.4% | $2,757+19.2% |
| Participant deferral / active EE | $7,085 | $6,652+6.5% | $8,065-12.2% | $4,300+64.7% |
| Admin fee / account holder | $5,623 | $7,953-29.3% | $12,993-56.7% | $6,925-18.8% |