Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,687 | $105,200-55.6% | $159,474-70.7% | $85,847-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.53% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $3,052 | $3,319-8.0% | $4,831-36.8% | $2,565+19.0% |
| Participant deferral / active EE | $7,013 | $5,946+17.9% | $7,353-4.6% | $3,952+77.4% |
| Admin fee / account holder | $3,691 | $6,934-46.8% | $10,802-65.8% | $6,261-41.0% |