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 | $88,715 | $114,093-22.2% | $96,171-7.8% | $167,536-47.0% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 23.43% | 190.00%-166.6pp | 192.04%-168.6pp | 478.82%-455.4pp |
| Employer contribution / active EE | $1,830 | $3,429-46.6% | $2,799-34.6% | $4,839-62.2% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,725 | $6,899-46.0% | $5,538-32.7% | $12,315-69.8% |