Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,446 | $107,363-73.5% | $92,909-69.4% | $152,897-81.4% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 142.34% | 145.63%-3.3pp | 109.44%+32.9pp | 345.43%-203.1pp |
| Employer contribution / active EE | $2,191 | $4,222-48.1% | $3,653-40.0% | $4,764-54.0% |
| Participant deferral / active EE | $4,064 | $4,848-16.2% | $4,238-4.1% | $5,851-30.6% |
| Admin fee / account holder | $1,031 | $7,082-85.4% | $5,795-82.2% | $11,599-91.1% |