Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,860 | $169,336-55.2% | $129,384-41.4% | $145,884-48.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.57% | 14408.70%-14395.1pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,369 | $5,540-57.2% | $4,153-43.0% | $4,662-49.2% |
| Participant deferral / active EE | $5,224 | $4,985+4.8% | $4,166+25.4% | $6,690-21.9% |
| Admin fee / account holder | $515 | $9,912-94.8% | $7,686-93.3% | $13,392-96.2% |