Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,435 | $105,200-65.4% | $159,474-77.2% | $85,847-57.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.8%-9.9pp | 69.3%+3.7pp |
| Annual return | 269.21% | 45.08%+224.1pp | 263.68%+5.5pp | 318.61%-49.4pp |
| Employer contribution / active EE | $2,307 | $3,319-30.5% | $4,831-52.3% | $2,565-10.1% |
| Participant deferral / active EE | $9,302 | $5,946+56.5% | $7,353+26.5% | $3,952+135.4% |
| Admin fee / account holder | $6,417 | $6,934-7.5% | $10,802-40.6% | $6,261+2.5% |