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 | $68,213 | $209,425-67.4% | $178,499-61.8% | $158,966-57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.62% | 188.80%-176.2pp | 151.10%-138.5pp | 302.95%-290.3pp |
| Employer contribution / active EE | $4,002 | $5,707-29.9% | $5,011-20.1% | $4,762-16.0% |
| Participant deferral / active EE | $4,468 | $5,955-25.0% | $5,202-14.1% | $5,983-25.3% |
| Admin fee / account holder | $402 | $17,078-97.6% | $13,986-97.1% | $11,250-96.4% |