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 | $22,440 | $148,558-84.9% | $135,925-83.5% | $139,427-83.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 216.53% | 79.22%+137.3pp | 68.25%+148.3pp | 373.27%-156.7pp |
| Employer contribution / active EE | $2,929 | $5,244-44.1% | $4,857-39.7% | $4,752-38.4% |
| Participant deferral / active EE | $18,652 | $8,101+130.2% | $7,759+140.4% | $6,711+177.9% |
| Admin fee / account holder | $20,151 | $12,401+62.5% | $10,764+87.2% | $11,404+76.7% |