Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,452 | $160,070-80.4% | $147,117-78.6% | $145,897-78.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 15.44% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,136 | $5,285-21.7% | $4,932-16.1% | $4,663-11.3% |
| Participant deferral / active EE | $7,283 | $8,419-13.5% | $8,065-9.7% | $6,689+8.9% |
| Admin fee / account holder | $3,553 | $15,035-76.4% | $12,993-72.7% | $13,390-73.5% |