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 | $71,013 | $202,342-64.9% | $172,752-58.9% | $152,897-53.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.64% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,830 | $5,858-68.8% | $5,144-64.4% | $4,764-61.6% |
| Participant deferral / active EE | $5,078 | $5,948-14.6% | $5,198-2.3% | $5,851-13.2% |
| Admin fee / account holder | $1,290 | $17,111-92.5% | $13,955-90.8% | $11,599-88.9% |