Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $73,613 | $121,701-39.5% | $104,639-29.7% | $158,982-53.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 43.29% | 465.72%-422.4pp | 340.67%-297.4pp | 302.99%-259.7pp |
| Employer contribution / active EE | $26,758 | $3,165+745.3% | $2,682+897.8% | $4,763+461.8% |
| Participant deferral / active EE | $19,138 | $4,176+358.3% | $3,738+412.0% | $5,983+219.8% |
| Admin fee / account holder | $2,596 | $7,778-66.6% | $6,465-59.8% | $11,252-76.9% |