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 | $30,204 | $180,749-83.3% | $160,784-81.2% | $137,256-78.0% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 16.10% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $656 | $4,155-84.2% | $3,733-82.4% | $4,156-84.2% |
| Participant deferral / active EE | $4,751 | $6,844-30.6% | $6,293-24.5% | $6,407-25.8% |
| Admin fee / account holder | $2,772 | $10,397-73.3% | $9,717-71.5% | $12,270-77.4% |