Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,911 | $106,918-17.8% | $84,021+4.6% | $152,897-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.94% | 105.01%-80.1pp | 71.32%-46.4pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,520 | $2,735-7.9% | $1,984+27.0% | $4,764-47.1% |
| Participant deferral / active EE | $16,667 | $4,012+315.4% | $3,239+414.6% | $5,851+184.8% |
| Admin fee / account holder | $912 | $8,288-89.0% | $6,102-85.1% | $11,599-92.1% |