Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,999 | $169,356-94.7% | $129,406-93.0% | $145,897-93.8% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.6%+8.9pp | 80.3%-1.7pp |
| Annual return | 19.63% | 14418.62%-14399.0pp | 9468.18%-9448.5pp | 552.29%-532.7pp |
| Employer contribution / active EE | $782 | $5,542-85.9% | $4,155-81.2% | $4,663-83.2% |
| Participant deferral / active EE | $1,639 | $4,987-67.1% | $4,167-60.7% | $6,689-75.5% |
| Admin fee / account holder | $400 | $9,915-96.0% | $7,689-94.8% | $13,390-97.0% |