Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,115 | $76,608-97.2% | $56,077-96.2% | $145,877-98.6% |
| Participation rate | 70.6% | 63.2%+7.3pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 13.58% | 3009.59%-2996.0pp | 1709.28%-1695.7pp | 551.28%-537.7pp |
| Employer contribution / active EE | $267 | $1,382-80.7% | $1,040-74.4% | $4,663-94.3% |
| Participant deferral / active EE | $329 | $2,624-87.5% | $1,954-83.2% | $6,691-95.1% |
| Admin fee / account holder | $450 | $3,325-86.5% | $2,825-84.1% | $13,402-96.6% |