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 | $49,852 | $56,199-11.3% | $67,652-26.3% | $59,632-16.4% |
| Participation rate | 95.1% | 71.5%+23.6pp | 75.7%+19.4pp | 68.7%+26.4pp |
| Annual return | -1.10% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $4,164 | $1,614+157.9% | $2,266+83.8% | $2,203+89.0% |
| Participant deferral / active EE | $3,498 | $2,844+23.0% | $3,560-1.7% | $3,192+9.6% |
| Admin fee / account holder | $2,870 | $3,958-27.5% | $4,821-40.5% | $4,297-33.2% |