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 | $217,642 | $142,361+52.9% | $119,608+82.0% | $134,509+61.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | -12.46%-4.1pp | -14.98%-1.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $18,109 | $5,224+246.7% | $4,232+327.9% | $4,741+282.0% |
| Participant deferral / active EE | $14,338 | $6,468+121.7% | $5,601+156.0% | $6,400+124.0% |
| Admin fee / account holder | $1,798 | $13,588-86.8% | $10,326-82.6% | $11,427-84.3% |