Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,204 | $149,040-94.5% | $120,225-93.2% | $137,256-94.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.39% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,560 | $4,350-64.1% | $3,475-55.1% | $4,156-62.5% |
| Participant deferral / active EE | $3,059 | $4,655-34.3% | $3,999-23.5% | $6,407-52.3% |
| Admin fee / account holder | $511 | $6,348-91.9% | $5,696-91.0% | $12,270-95.8% |