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 | $23,136 | $115,810-80.0% | $101,271-77.2% | $158,966-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.16% | 56.15%-35.0pp | 46.48%-25.3pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,370 | $4,175-43.2% | $3,660-35.2% | $4,762-50.2% |
| Participant deferral / active EE | $1,385 | $4,958-72.1% | $4,371-68.3% | $5,983-76.8% |
| Admin fee / account holder | $1,344 | $7,248-81.5% | $5,948-77.4% | $11,250-88.1% |