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 | $23,586 | $160,070-85.3% | $147,117-84.0% | $145,897-83.8% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 17.40% | 98.69%-81.3pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,143 | $5,285-78.4% | $4,932-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $2,693 | $8,419-68.0% | $8,065-66.6% | $6,689-59.7% |
| Admin fee / account holder | $380 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |