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 | $51,826 | $88,815-41.6% | $81,882-36.7% | $145,897-64.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 11.07% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,153 | $3,086+67.0% | $2,916+76.7% | $4,663+10.5% |
| Participant deferral / active EE | $10,105 | $4,647+117.4% | $4,323+133.8% | $6,689+51.1% |
| Admin fee / account holder | $2,367 | $8,434-71.9% | $7,360-67.8% | $13,390-82.3% |